+8,160.2%
TD vs DAR
+486.4%
+7,673.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +1.2% |
| 7D | -0.6% | -2.8% | +2.1% | -0.5% |
| 30D | +7.9% | -12.8% | +20.8% | +8.9% |
| 3M | +3.1% | -11.6% | +14.7% | +3.8% |
| 6M | +17.2% | -16.8% | +34.0% | +18.3% |
| YTD | +34.7% | +45.9% | -11.2% | +31.1% |
| 1Y | +56.9% | +61.5% | -4.6% | +51.6% |
| 3Y | +134.7% | +23.0% | +111.8% | +128.6% |
| 5Y | +104.8% | -35.8% | +140.6% | +106.4% |
| 10Y | +305.8% | +280.4% | +25.5% | +268.2% |
| All | +8,160.2% | +486.4% | +7,673.8% | +7,280.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling