+76.5%
TXN vs TD
+127.3%
-50.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.4% |
| 7D | +4.0% | -0.5% | +4.5% | +4.3% |
| 30D | -2.9% | -1.9% | -1.0% | -1.9% |
| 3M | -9.1% | +4.8% | -13.8% | -11.5% |
| 6M | +36.6% | +28.0% | +8.6% | +20.3% |
| YTD | +57.5% | +30.3% | +27.2% | +37.0% |
| 1Y | +49.5% | +59.8% | -10.2% | +16.6% |
| 3Y | +76.5% | +124.7% | -48.2% | +11.4% |
| All | +76.5% | +127.3% | -50.8% | +11.4% |
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