+50.3%
O vs TT
+899.5%
-849.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -0.6% | +1.6% | -2.1% | -1.1% |
| 30D | -2.0% | -7.3% | +5.4% | +0.6% |
| 3M | +3.0% | -2.6% | +5.6% | +3.2% |
| 6M | -3.6% | +5.9% | -9.5% | -6.8% |
| YTD | +12.1% | +15.4% | -3.3% | +4.6% |
| 1Y | +8.9% | +8.2% | +0.6% | +3.7% |
| 3Y | +30.3% | +122.7% | -92.3% | -12.9% |
| 5Y | +13.7% | +145.0% | -131.2% | -29.2% |
| 10Y | +50.3% | +893.7% | -843.5% | -46.5% |
| All | +50.3% | +899.5% | -849.2% | -46.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling