+41.7%
TGT vs TD
+125.8%
-84.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.5% |
| 7D | -5.0% | -2.6% | -2.5% | -4.0% |
| 30D | +3.0% | -1.0% | +4.1% | +3.3% |
| 3M | +22.6% | +5.6% | +17.0% | +18.9% |
| 6M | +31.2% | +27.1% | +4.1% | +16.3% |
| YTD | +63.7% | +29.4% | +34.3% | +43.5% |
| 1Y | +78.5% | +60.7% | +17.8% | +40.3% |
| All | +41.7% | +125.8% | -84.1% | -6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling