+400.9%
DELL vs TT
+94.8%
+306.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.7% | +0.7% | +1.5% |
| 7D | -11.8% | +1.7% | -13.6% | -12.5% |
| 30D | -40.8% | -11.8% | -29.0% | -33.8% |
| 3M | -23.6% | -12.6% | -11.0% | -14.0% |
| 6M | +33.4% | -9.4% | +42.7% | +45.0% |
| YTD | +178.0% | +8.8% | +169.2% | +160.0% |
| 1Y | +138.6% | -2.5% | +141.1% | +144.6% |
| 3Y | +400.9% | +95.7% | +305.2% | +221.9% |
| All | +400.9% | +94.8% | +306.1% | +221.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling