+328.7%
WM vs TD
+311.5%
+17.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | -0.5% | -0.6% | +0.2% | -0.3% |
| 30D | +13.3% | +7.9% | +5.4% | +10.3% |
| 3M | +4.4% | +3.1% | +1.3% | +3.0% |
| 6M | +10.8% | +17.2% | -6.4% | +4.2% |
| YTD | +9.1% | +34.7% | -25.7% | -2.8% |
| 1Y | +19.1% | +56.9% | -37.8% | +0.2% |
| 3Y | +45.7% | +134.7% | -89.1% | +3.4% |
| 5Y | +60.4% | +104.8% | -44.3% | +18.6% |
| 10Y | +328.7% | +305.8% | +22.9% | +140.5% |
| All | +328.7% | +311.5% | +17.3% | +140.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling