+130.5%
TD vs FND
-38.2%
+168.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +0.2% |
| 7D | +0.6% | -5.1% | +5.7% | +1.2% |
| 30D | +5.0% | +9.2% | -4.2% | +3.8% |
| 3M | +1.1% | -17.7% | +18.8% | +3.2% |
| 6M | +16.5% | +2.5% | +14.0% | +15.2% |
| YTD | +34.3% | -19.8% | +54.1% | +36.1% |
| 1Y | +52.9% | -22.7% | +75.5% | +55.4% |
| All | +130.5% | -38.2% | +168.6% | +132.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling