+1,802.9%
TER vs TD
+303.5%
+1,499.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -4.2% |
| 7D | +9.4% | -2.6% | +11.9% | +11.5% |
| 30D | -2.4% | -1.0% | -1.4% | -1.5% |
| 3M | +6.5% | +5.6% | +0.9% | +2.1% |
| 6M | +23.2% | +27.1% | -3.9% | +2.9% |
| YTD | +91.5% | +29.4% | +62.1% | +58.1% |
| 1Y | +214.8% | +60.7% | +154.1% | +120.3% |
| 3Y | +275.3% | +127.6% | +147.7% | +99.3% |
| 5Y | +211.9% | +125.4% | +86.5% | +66.8% |
| All | +1,802.9% | +303.5% | +1,499.4% | +607.3% |
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