+815.8%
WDC vs TD
+132.9%
+682.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +16.3% | +0.6% | +15.7% | +15.9% |
| 30D | -18.3% | +5.0% | -23.2% | -20.4% |
| 3M | -31.4% | +1.1% | -32.5% | -31.6% |
| 6M | -36.3% | +16.5% | -52.7% | -42.6% |
| YTD | +80.8% | +34.3% | +46.6% | +47.3% |
| 1Y | +87.7% | +52.9% | +34.8% | +41.5% |
| All | +815.8% | +132.9% | +682.9% | +438.9% |
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