+1,099.7%
DELL vs TT
+147.0%
+952.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.9% |
| 7D | +14.9% | 0.0% | +14.9% | +14.9% |
| 30D | +13.3% | -7.2% | +20.4% | +18.9% |
| 3M | +24.4% | -3.0% | +27.4% | +26.5% |
| 6M | +258.0% | +1.4% | +256.7% | +251.8% |
| YTD | +320.2% | +15.9% | +304.3% | +278.4% |
| 1Y | +319.1% | +9.4% | +309.6% | +291.9% |
| 3Y | +706.5% | +124.4% | +582.2% | +397.7% |
| All | +1,099.7% | +147.0% | +952.7% | +532.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling