+65.2%
TD vs WU
-8.3%
+73.5%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.3% |
| 7D | +0.3% | -0.8% | +1.1% | +0.3% |
| 30D | +0.4% | -1.1% | +1.5% | +0.4% |
| 3M | +7.6% | -3.9% | +11.5% | +7.9% |
| 6M | +25.0% | -20.7% | +45.7% | +27.2% |
| YTD | +31.0% | -18.4% | +49.4% | +33.1% |
| 1Y | +65.2% | -8.1% | +73.2% | +66.1% |
| All | +65.2% | -8.3% | +73.5% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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