+60.7%
TD vs WU
-11.2%
+71.9%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +0.9% |
| 7D | -2.6% | -5.0% | +2.4% | -2.4% |
| 30D | -1.0% | -2.3% | +1.3% | -0.9% |
| 3M | +5.6% | -3.2% | +8.8% | +5.6% |
| 6M | +27.1% | -25.0% | +52.1% | +29.8% |
| YTD | +29.4% | -21.7% | +51.1% | +31.8% |
| 1Y | +60.7% | -9.0% | +69.6% | +61.7% |
| All | +60.7% | -11.2% | +71.9% | +61.7% |
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