+189.3%
TECH vs TD
+300.0%
-110.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.1% | +1.1% | -1.0% | -0.3% |
| 30D | +0.5% | +5.2% | -4.7% | -1.8% |
| 3M | +1.1% | +1.2% | -0.1% | +0.2% |
| 6M | +62.8% | +17.7% | +45.1% | +51.0% |
| YTD | +24.5% | +34.2% | -9.8% | +8.7% |
| 1Y | +20.6% | +55.4% | -34.8% | -1.2% |
| 3Y | +29.5% | +130.4% | -100.9% | -10.9% |
| 5Y | -40.9% | +101.8% | -142.7% | -57.5% |
| All | +189.3% | +300.0% | -110.7% | +65.1% |
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