+99.7%
TXN vs TD
+61.0%
+38.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.9% |
| 7D | +1.0% | +1.4% | -0.3% | +0.3% |
| 30D | +6.1% | +10.2% | -4.1% | +0.6% |
| 3M | +10.4% | +8.1% | +2.2% | +5.6% |
| 6M | +12.6% | +22.3% | -9.7% | +1.2% |
| YTD | +83.5% | +39.0% | +44.4% | +55.6% |
| 1Y | +99.7% | +62.6% | +37.1% | +48.1% |
| All | +99.7% | +61.0% | +38.7% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling