+147.8%
XEL vs TD
+306.3%
-158.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -0.3% | -0.5% | +0.3% | -0.1% |
| 30D | -3.9% | -1.9% | -2.0% | -3.4% |
| 3M | -2.8% | +4.8% | -7.6% | -4.4% |
| 6M | -5.4% | +28.0% | -33.4% | -12.6% |
| YTD | +3.8% | +30.3% | -26.5% | -4.8% |
| 1Y | +6.8% | +59.8% | -52.9% | -8.2% |
| 3Y | +45.6% | +124.7% | -79.1% | +11.1% |
| 5Y | +30.7% | +127.0% | -96.3% | -2.1% |
| All | +147.8% | +306.3% | -158.5% | +40.2% |
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