+808.8%
NOW vs TT
+887.4%
-78.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.3% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +20.5% | -7.2% | +27.7% | +24.1% |
| 3M | +18.3% | -3.0% | +21.3% | +18.1% |
| 6M | +24.1% | +1.4% | +22.7% | +19.1% |
| YTD | -7.8% | +15.9% | -23.7% | -18.5% |
| 1Y | -21.4% | +9.4% | -30.8% | -28.7% |
| 3Y | +19.5% | +124.4% | -104.8% | -28.2% |
| 5Y | +4.1% | +138.0% | -133.9% | -41.2% |
| All | +808.8% | +887.4% | -78.6% | +149.9% |
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 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