+65.2%
TD vs FND
-36.4%
+101.5%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.6% |
| 7D | +0.3% | -5.2% | +5.5% | +0.9% |
| 30D | +0.4% | -19.9% | +20.3% | +2.8% |
| 3M | +7.6% | +2.7% | +4.9% | +6.7% |
| 6M | +25.0% | -21.7% | +46.7% | +26.6% |
| YTD | +31.0% | -17.5% | +48.5% | +32.6% |
| 1Y | +65.2% | -39.3% | +104.5% | +68.6% |
| All | +65.2% | -36.4% | +101.5% | +68.6% |
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