-41.7%
TECH vs TD
+123.5%
-165.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.3% |
| 7D | +0.2% | +0.9% | -0.7% | -0.3% |
| 30D | +0.1% | -0.7% | +0.8% | +0.4% |
| 3M | +37.5% | +6.3% | +31.2% | +32.6% |
| 6M | +34.6% | +27.9% | +6.7% | +16.8% |
| YTD | +23.5% | +29.8% | -6.3% | +6.3% |
| 1Y | +34.4% | +63.7% | -29.3% | +1.5% |
| 3Y | +2.3% | +128.3% | -126.1% | -36.2% |
| 5Y | -41.7% | +125.5% | -167.2% | -61.2% |
| All | -41.7% | +123.5% | -165.3% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling