+130.4%
TD vs INDA
+16.8%
+113.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +1.1% | +1.1% | 0.0% | +0.7% |
| 30D | +5.2% | +9.4% | -4.2% | +1.8% |
| 3M | +1.2% | +2.9% | -1.7% | 0.0% |
| 6M | +17.7% | +7.2% | +10.5% | +14.6% |
| YTD | +34.2% | -4.8% | +39.0% | +35.2% |
| 1Y | +55.4% | -5.1% | +60.5% | +56.6% |
| 3Y | +130.4% | +16.7% | +113.7% | +104.3% |
| All | +130.4% | +16.8% | +113.6% | +104.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling