+303.0%
TD vs DOC
+14.9%
+288.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | -3.2% | +6.2% | -9.5% | -5.2% |
| 30D | +4.9% | +6.5% | -1.6% | +2.6% |
| 3M | +2.3% | -6.2% | +8.5% | +4.4% |
| 6M | +17.8% | +25.6% | -7.8% | +7.7% |
| YTD | +33.5% | +32.1% | +1.4% | +19.5% |
| 1Y | +55.9% | +20.3% | +35.6% | +44.2% |
| 3Y | +131.5% | +42.7% | +88.8% | +95.7% |
| 5Y | +103.3% | -22.2% | +125.5% | +114.2% |
| All | +303.0% | +14.9% | +288.1% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling