+494.4%
TEAM vs TD
+306.3%
+188.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -5.2% | -0.5% | -4.7% | -5.0% |
| 30D | +15.8% | -1.9% | +17.7% | +16.5% |
| 3M | +101.5% | +4.8% | +96.7% | +96.8% |
| 6M | +138.2% | +28.0% | +110.2% | +112.1% |
| YTD | +10.8% | +30.3% | -19.5% | -2.3% |
| 1Y | +1.7% | +59.8% | -58.1% | -18.3% |
| 3Y | -16.0% | +124.7% | -140.7% | -42.4% |
| 5Y | -52.7% | +127.0% | -179.7% | -67.0% |
| All | +494.4% | +306.3% | +188.1% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling