+113.2%
WDC vs TD
+61.0%
+52.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.8% | -9.5% | -9.2% |
| 7D | -18.3% | +1.4% | -19.7% | -19.3% |
| 30D | -26.7% | +10.2% | -36.9% | -33.1% |
| 3M | -40.9% | +8.1% | -49.1% | -45.4% |
| 6M | -26.8% | +22.3% | -49.1% | -41.4% |
| YTD | +88.2% | +39.0% | +49.1% | +23.5% |
| 1Y | +113.2% | +62.6% | +50.6% | +16.4% |
| All | +113.2% | +61.0% | +52.1% | +16.4% |
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 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