+62.6%
TD vs EQH
+18.6%
+44.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.4% |
| 7D | +1.4% | +2.8% | -1.4% | +0.7% |
| 30D | +10.2% | +3.9% | +6.3% | +9.2% |
| 3M | +8.1% | +16.3% | -8.2% | +4.4% |
| 6M | +22.3% | +37.1% | -14.8% | +14.0% |
| YTD | +39.0% | +20.2% | +18.8% | +31.2% |
| 1Y | +62.6% | +17.9% | +44.7% | +53.3% |
| All | +62.6% | +18.6% | +44.0% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling