+911.5%
TT vs AU
+694.8%
+216.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.7% |
| 7D | -1.0% | -7.0% | +6.0% | -0.6% |
| 30D | -8.9% | +7.3% | -16.2% | -9.4% |
| 3M | -1.8% | +33.2% | -35.1% | -3.7% |
| 6M | +1.9% | -0.6% | +2.5% | +1.4% |
| YTD | +13.8% | +26.2% | -12.3% | +11.8% |
| 1Y | +6.1% | +68.3% | -62.1% | +2.6% |
| 3Y | +119.6% | +592.1% | -472.5% | +96.8% |
| 5Y | +145.9% | +685.3% | -539.4% | +116.3% |
| All | +911.5% | +694.8% | +216.7% | +856.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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