+470.0%
TT vs ACI
+21.8%
+448.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.8% | -0.2% |
| 7D | +1.6% | -2.6% | +4.1% | +1.7% |
| 30D | -7.3% | +1.1% | -8.4% | -7.4% |
| 3M | -2.6% | -23.6% | +21.1% | -0.9% |
| 6M | +5.9% | -29.9% | +35.8% | +8.4% |
| YTD | +15.4% | -26.9% | +42.3% | +17.5% |
| 1Y | +8.2% | -34.2% | +42.5% | +11.3% |
| 3Y | +122.7% | -43.6% | +166.3% | +131.5% |
| 5Y | +145.0% | -42.4% | +187.4% | +150.7% |
| All | +470.0% | +21.8% | +448.2% | +461.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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