+418.8%
THC vs TD
+129.3%
+289.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | +3.7% | -1.7% | +5.4% | +4.2% |
| 30D | +9.0% | +8.2% | +0.8% | +7.0% |
| 3M | +10.4% | +1.7% | +8.7% | +9.9% |
| 6M | +45.7% | +14.2% | +31.4% | +39.6% |
| YTD | +42.6% | +32.8% | +9.8% | +29.4% |
| 1Y | +38.8% | +55.5% | -16.7% | +18.3% |
| 3Y | +418.8% | +129.6% | +289.2% | +253.3% |
| All | +418.8% | +129.3% | +289.5% | +253.3% |
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 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