+43.2%
TER vs TD
+61.0%
-17.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.8% | -9.6% | -10.6% |
| 7D | -19.9% | +1.4% | -21.2% | -21.5% |
| 30D | -43.5% | +10.2% | -53.8% | -51.3% |
| 3M | -37.8% | +8.1% | -45.9% | -44.9% |
| 6M | -25.6% | +22.3% | -47.9% | -48.0% |
| YTD | +29.8% | +39.0% | -9.2% | -26.2% |
| 1Y | +43.2% | +62.6% | -19.5% | -37.7% |
| All | +43.2% | +61.0% | -17.9% | -37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling