+4,306.5%
WDC vs TD
+7,879.0%
-3,572.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.2% | +6.8% |
| 7D | +1.7% | +0.3% | +1.4% | +1.4% |
| 30D | -10.0% | +0.4% | -10.4% | -10.1% |
| 3M | -18.8% | +7.6% | -26.4% | -22.5% |
| 6M | +79.0% | +25.0% | +54.0% | +54.7% |
| YTD | +171.6% | +31.0% | +140.5% | +127.1% |
| 1Y | +417.4% | +65.2% | +352.2% | +270.4% |
| 3Y | +1,251.8% | +122.5% | +1,129.3% | +682.3% |
| 5Y | +911.7% | +124.8% | +786.9% | +485.1% |
| 10Y | +1,399.6% | +298.2% | +1,101.4% | +514.6% |
| All | +4,306.5% | +7,879.0% | -3,572.5% | +269.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling