+736.3%
TT vs APTV
-27.4%
+763.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | +4.0% | -1.7% | +5.8% | +4.6% |
| 30D | -11.3% | -11.6% | +0.3% | -8.2% |
| 3M | -12.3% | -21.2% | +8.9% | -6.2% |
| 6M | -10.8% | -28.5% | +17.7% | -3.3% |
| YTD | +8.2% | -49.1% | +57.2% | +28.9% |
| 1Y | +1.5% | -52.2% | +53.7% | +23.2% |
| 3Y | +91.5% | -48.6% | +140.1% | +118.2% |
| 5Y | +130.2% | -77.3% | +207.5% | +230.7% |
| All | +736.3% | -27.4% | +763.7% | +716.1% |
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