+62.6%
TD vs FND
-10.3%
+72.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.9% | -8.2% | +1.3% |
| 7D | +1.4% | +12.3% | -10.9% | -0.2% |
| 30D | +10.2% | +14.7% | -4.5% | +8.2% |
| 3M | +8.1% | -12.0% | +20.1% | +9.3% |
| 6M | +22.3% | +10.8% | +11.5% | +19.4% |
| YTD | +39.0% | -12.3% | +51.3% | +40.1% |
| 1Y | +62.6% | -13.4% | +76.0% | +63.3% |
| All | +62.6% | -10.3% | +72.9% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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