+55.6%
TD vs STLA
-61.0%
+116.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.9% | +0.6% |
| 7D | -3.1% | -11.6% | +8.6% | -2.2% |
| 30D | +6.7% | -6.2% | +12.9% | +7.1% |
| 3M | +3.1% | -24.6% | +27.7% | +4.8% |
| 6M | +17.6% | -44.9% | +62.5% | +21.9% |
| YTD | +34.8% | -62.3% | +97.0% | +41.6% |
| 1Y | +55.6% | -61.8% | +117.4% | +63.2% |
| All | +55.6% | -61.0% | +116.6% | +63.2% |
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