+366.0%
WDC vs TD
+60.9%
+305.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.7% |
| 7D | -4.3% | -0.5% | -3.8% | -3.9% |
| 30D | -1.5% | -1.9% | +0.4% | +0.5% |
| 3M | -15.5% | +4.8% | -20.2% | -19.6% |
| 6M | +66.5% | +28.0% | +38.5% | +27.8% |
| YTD | +159.9% | +30.3% | +129.6% | +94.5% |
| 1Y | +366.0% | +59.8% | +306.2% | +196.7% |
| All | +366.0% | +60.9% | +305.0% | +196.7% |
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