+122.4%
TD vs GEN
+20.0%
+102.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -1.9% | -2.9% | +1.0% | -1.4% |
| 30D | -1.6% | +2.1% | -3.7% | -2.0% |
| 3M | +4.6% | +19.7% | -15.1% | +1.1% |
| 6M | +26.8% | +33.3% | -6.4% | +19.4% |
| YTD | +28.3% | +11.1% | +17.2% | +25.3% |
| 1Y | +60.4% | +3.0% | +57.4% | +59.0% |
| 3Y | +125.7% | +57.9% | +67.8% | +100.7% |
| 5Y | +122.4% | +20.6% | +101.8% | +106.4% |
| All | +122.4% | +20.0% | +102.4% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling