+1,039.2%
THC vs TD
+295.5%
+743.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.9% |
| 7D | +4.1% | -1.9% | +6.0% | +5.8% |
| 30D | +3.5% | -1.6% | +5.1% | +4.6% |
| 3M | +61.7% | +4.6% | +57.1% | +53.8% |
| 6M | +11.8% | +26.8% | -15.0% | -11.4% |
| YTD | +35.4% | +28.3% | +7.1% | +5.3% |
| 1Y | +37.0% | +60.4% | -23.4% | -14.2% |
| 3Y | +260.1% | +125.7% | +134.4% | +55.8% |
| 5Y | +262.6% | +122.4% | +140.2% | +52.7% |
| 10Y | +1,039.2% | +297.1% | +742.1% | +139.0% |
| All | +1,039.2% | +295.5% | +743.7% | +139.0% |
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