+303.8%
TD vs SPXU
-99.6%
+403.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | 0.0% |
| 7D | -0.5% | +2.5% | -3.0% | +0.1% |
| 30D | -1.9% | +4.2% | -6.1% | -0.7% |
| 3M | +4.8% | -9.3% | +14.0% | +2.6% |
| 6M | +28.0% | -30.7% | +58.7% | +17.7% |
| YTD | +30.3% | -28.1% | +58.4% | +21.5% |
| 1Y | +59.8% | -35.2% | +95.0% | +45.7% |
| 3Y | +124.7% | -79.9% | +204.6% | +58.3% |
| 5Y | +127.0% | -86.4% | +213.3% | +61.2% |
| All | +303.8% | -99.6% | +403.4% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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