+62.3%
TD vs URA
+19.9%
+42.4%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.3% |
| 7D | +0.9% | +8.1% | -7.2% | -0.1% |
| 30D | -0.7% | +5.8% | -6.4% | -1.4% |
| 3M | +6.3% | +3.4% | +2.8% | +5.5% |
| 6M | +27.9% | -2.6% | +30.5% | +27.6% |
| YTD | +29.8% | +11.2% | +18.6% | +27.8% |
| All | +62.3% | +19.9% | +42.4% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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