+59.8%
TD vs HBM
+97.2%
-37.4%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | -0.5% | -3.3% | +2.8% | -0.3% |
| 30D | -1.9% | -4.8% | +2.9% | -1.6% |
| 3M | +4.8% | -0.4% | +5.2% | +4.3% |
| 6M | +28.0% | +17.9% | +10.1% | +24.0% |
| YTD | +30.3% | +33.7% | -3.4% | +24.7% |
| 1Y | +59.8% | +95.6% | -35.8% | +50.0% |
| All | +59.8% | +97.2% | -37.4% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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