+8,135.6%
TD vs GEN
+6,683.0%
+1,452.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -0.7% | +1.0% | -1.7% | -0.8% |
| 30D | +7.6% | +29.1% | -21.5% | +3.4% |
| 3M | +3.0% | +2.9% | +0.1% | +2.0% |
| 6M | +16.8% | +33.6% | -16.8% | +11.0% |
| YTD | +34.3% | +12.0% | +22.3% | +30.4% |
| 1Y | +56.0% | +16.2% | +39.8% | +50.5% |
| 3Y | +132.4% | +65.1% | +67.3% | +110.9% |
| 5Y | +103.7% | +33.3% | +70.4% | +88.6% |
| 10Y | +299.2% | +149.7% | +149.5% | +224.9% |
| All | +8,135.6% | +6,683.0% | +1,452.6% | +4,531.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling