+8,128.2%
TD vs MKC
+1,660.1%
+6,468.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.4% |
| 7D | +1.1% | -3.0% | +4.1% | +2.0% |
| 30D | +5.2% | +4.8% | +0.4% | +3.6% |
| 3M | +1.2% | -12.8% | +14.1% | +4.8% |
| 6M | +17.7% | +5.0% | +12.7% | +14.9% |
| YTD | +34.2% | -29.1% | +63.3% | +45.8% |
| 1Y | +55.4% | -26.4% | +81.8% | +66.8% |
| 3Y | +130.4% | -21.6% | +152.0% | +138.0% |
| 5Y | +101.8% | -35.2% | +137.1% | +117.6% |
| 10Y | +301.9% | +25.6% | +276.2% | +237.8% |
| All | +8,128.2% | +1,660.1% | +6,468.1% | +3,216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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