+303.8%
TD vs INDA
+84.7%
+219.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.2% |
| 7D | -0.5% | -2.7% | +2.1% | +1.0% |
| 30D | -1.9% | -2.8% | +0.9% | -0.4% |
| 3M | +4.8% | +1.6% | +3.1% | +3.7% |
| 6M | +28.0% | -1.4% | +29.4% | +28.7% |
| YTD | +30.3% | -10.1% | +40.4% | +37.9% |
| 1Y | +59.8% | -8.8% | +68.5% | +67.5% |
| 3Y | +124.7% | +7.6% | +117.1% | +111.3% |
| 5Y | +127.0% | +5.8% | +121.2% | +114.7% |
| All | +303.8% | +84.7% | +219.1% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling