+294.8%
TD vs DOC
-2.1%
+296.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.8% |
| 7D | +0.3% | -1.5% | +1.8% | +0.8% |
| 30D | +0.4% | -4.8% | +5.2% | +2.0% |
| 3M | +7.6% | +6.9% | +0.8% | +4.9% |
| 6M | +25.0% | +20.7% | +4.3% | +16.0% |
| YTD | +31.0% | +34.1% | -3.1% | +16.9% |
| 1Y | +65.2% | +22.6% | +42.5% | +51.7% |
| 3Y | +122.5% | +20.8% | +101.7% | +100.8% |
| 5Y | +124.8% | -24.9% | +149.7% | +139.9% |
| All | +294.8% | -2.1% | +296.9% | +273.8% |
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