+124.7%
TD vs FRSH
-46.4%
+171.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -0.5% | -6.6% | +6.1% | 0.0% |
| 30D | -1.9% | +2.1% | -4.0% | -2.1% |
| 3M | +4.8% | +29.0% | -24.2% | +2.3% |
| 6M | +28.0% | +48.6% | -20.6% | +22.7% |
| YTD | +30.3% | -2.9% | +33.2% | +30.1% |
| 1Y | +59.8% | -7.9% | +67.7% | +60.2% |
| 3Y | +124.7% | -46.5% | +171.2% | +136.1% |
| All | +124.7% | -46.4% | +171.1% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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