+1,394.6%
WDC vs TD
+123.9%
+1,270.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.2% | +1.9% |
| 7D | +7.5% | -1.9% | +9.4% | +8.8% |
| 30D | +10.1% | -1.6% | +11.7% | +11.4% |
| 3M | -6.8% | +4.6% | -11.4% | -9.6% |
| 6M | +84.1% | +26.8% | +57.3% | +56.7% |
| YTD | +180.3% | +28.3% | +151.9% | +136.3% |
| 1Y | +411.1% | +60.4% | +350.6% | +278.2% |
| All | +1,394.6% | +123.9% | +1,270.7% | +812.4% |
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