+130.4%
TD vs MDY
+56.8%
+73.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +1.1% | +2.3% | -1.2% | -0.1% |
| 30D | +5.2% | +2.0% | +3.2% | +4.2% |
| 3M | +1.2% | -5.6% | +6.9% | +4.2% |
| 6M | +17.7% | +1.3% | +16.5% | +17.1% |
| YTD | +34.2% | +12.3% | +21.9% | +27.2% |
| 1Y | +55.4% | +15.8% | +39.6% | +45.3% |
| 3Y | +130.4% | +56.5% | +73.9% | +80.6% |
| All | +130.4% | +56.8% | +73.6% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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