+4,404.4%
DELL vs TT
+961.2%
+3,443.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.4% | +11.6% |
| 7D | +8.2% | -1.2% | +9.4% | +9.1% |
| 30D | +17.1% | -7.3% | +24.4% | +22.7% |
| 3M | +45.2% | -3.6% | +48.8% | +48.2% |
| 6M | +286.8% | +2.8% | +284.0% | +278.5% |
| YTD | +354.8% | +14.5% | +340.3% | +317.8% |
| 1Y | +358.3% | +7.4% | +350.8% | +337.2% |
| 3Y | +724.9% | +116.2% | +608.7% | +435.6% |
| 5Y | +1,193.7% | +147.4% | +1,046.3% | +661.3% |
| All | +4,404.4% | +961.2% | +3,443.2% | +1,338.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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