+428.1%
WMT vs TD
+306.3%
+121.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.7% | +1.2% |
| 7D | 0.0% | -0.5% | +0.6% | +0.1% |
| 30D | -7.4% | -1.9% | -5.5% | -7.1% |
| 3M | -10.9% | +4.8% | -15.6% | -11.8% |
| 6M | -12.7% | +28.0% | -40.7% | -17.3% |
| YTD | -3.2% | +30.3% | -33.5% | -8.8% |
| 1Y | +5.3% | +59.8% | -54.5% | -5.2% |
| 3Y | +101.9% | +124.7% | -22.8% | +67.6% |
| 5Y | +134.6% | +127.0% | +7.6% | +92.5% |
| All | +428.1% | +306.3% | +121.8% | +280.1% |
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