+15,818.7%
TT vs BAX
+900.4%
+14,918.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | 0.0% | -1.1% | +1.1% | +0.3% |
| 30D | -7.2% | -5.5% | -1.7% | -5.6% |
| 3M | -3.0% | +33.5% | -36.5% | -12.1% |
| 6M | +1.4% | +35.9% | -34.5% | -9.1% |
| YTD | +15.9% | +35.4% | -19.5% | +3.0% |
| 1Y | +9.4% | +9.8% | -0.3% | +2.7% |
| 3Y | +124.4% | -32.7% | +157.1% | +136.1% |
| 5Y | +138.0% | -65.6% | +203.6% | +208.1% |
| 10Y | +886.4% | -34.9% | +921.3% | +907.1% |
| All | +15,818.7% | +900.4% | +14,918.2% | +6,822.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded BAX 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling