+7,857.5%
TD vs MKC
+1,824.8%
+6,032.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +0.9% | -4.3% | +5.2% | +2.1% |
| 30D | -0.7% | -2.0% | +1.4% | -0.2% |
| 3M | +6.3% | +10.0% | -3.7% | +2.8% |
| 6M | +27.9% | -18.5% | +46.4% | +34.6% |
| YTD | +29.8% | -22.4% | +52.2% | +37.9% |
| 1Y | +63.7% | -23.6% | +87.3% | +74.1% |
| 3Y | +128.3% | -30.4% | +158.8% | +145.8% |
| 5Y | +125.5% | -34.2% | +159.7% | +143.3% |
| 10Y | +296.7% | +26.8% | +269.9% | +234.4% |
| All | +7,857.5% | +1,824.8% | +6,032.7% | +3,035.6% |
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