+957.3%
TT vs APTV
-21.3%
+978.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.4% |
| 7D | +1.4% | -1.2% | +2.6% | +1.7% |
| 30D | -6.7% | -10.6% | +4.0% | -3.6% |
| 3M | -5.4% | -35.0% | +29.6% | +6.6% |
| 6M | +4.4% | -38.9% | +43.3% | +18.6% |
| YTD | +14.9% | -41.5% | +56.4% | +31.8% |
| 1Y | +9.3% | -45.8% | +55.1% | +28.0% |
| 3Y | +121.7% | -55.7% | +177.4% | +167.0% |
| 5Y | +148.2% | -70.1% | +218.3% | +227.2% |
| 10Y | +957.3% | -19.1% | +976.3% | +886.4% |
| All | +957.3% | -21.3% | +978.6% | +886.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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