+2,876.0%
DELL vs TT
+737.0%
+2,138.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +17.1% | +8.1% | +9.1% | +11.7% |
| 30D | -35.1% | -11.3% | -23.8% | -29.4% |
| 3M | -23.3% | -11.2% | -12.1% | -16.5% |
| 6M | +55.8% | -8.9% | +64.7% | +66.2% |
| YTD | +198.0% | +9.7% | +188.2% | +184.0% |
| 1Y | +166.6% | +1.3% | +165.3% | +166.7% |
| 3Y | +427.6% | +93.4% | +334.3% | +269.5% |
| 5Y | +630.6% | +133.5% | +497.1% | +347.8% |
| All | +2,876.0% | +737.0% | +2,138.9% | +879.6% |
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