+55.4%
TD vs STLA
-64.5%
+119.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | +1.1% | -13.8% | +14.9% | +2.1% |
| 30D | +5.2% | -10.5% | +15.7% | +6.0% |
| 3M | +1.2% | -28.9% | +30.1% | +3.3% |
| 6M | +17.7% | -49.7% | +67.5% | +22.7% |
| YTD | +34.2% | -64.9% | +99.1% | +41.6% |
| 1Y | +55.4% | -64.0% | +119.5% | +63.6% |
| All | +55.4% | -64.5% | +119.9% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling