+505.0%
TRI vs TD
+2,522.3%
-2,017.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.7% |
| 7D | -14.4% | -2.6% | -11.8% | -13.2% |
| 30D | -8.1% | -1.0% | -7.1% | -7.8% |
| 3M | +17.5% | +5.6% | +11.9% | +13.5% |
| 6M | -5.0% | +27.1% | -32.0% | -17.0% |
| YTD | -24.7% | +29.4% | -54.1% | -35.0% |
| 1Y | -41.5% | +60.7% | -102.2% | -54.9% |
| 3Y | -20.3% | +127.6% | -148.0% | -49.8% |
| 5Y | -10.9% | +125.4% | -136.3% | -45.0% |
| 10Y | +190.6% | +300.4% | -109.8% | +22.8% |
| All | +505.0% | +2,522.3% | -2,017.3% | -15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling