+183.5%
TECH vs TD
+303.5%
-120.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.6% |
| 7D | -0.5% | -2.6% | +2.1% | +0.6% |
| 30D | 0.0% | -1.0% | +1.0% | +0.4% |
| 3M | +37.4% | +5.6% | +31.8% | +33.9% |
| 6M | +36.9% | +27.1% | +9.8% | +22.8% |
| YTD | +23.1% | +29.4% | -6.3% | +9.5% |
| 1Y | +42.2% | +60.7% | -18.4% | +15.0% |
| 3Y | +1.9% | +127.6% | -125.7% | -29.3% |
| 5Y | -42.9% | +125.4% | -168.3% | -60.3% |
| All | +183.5% | +303.5% | -120.0% | +59.6% |
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