+148.2%
TT vs BB
-25.5%
+173.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | +1.4% | +1.8% | -0.4% | +1.2% |
| 30D | -6.7% | -12.2% | +5.6% | -5.3% |
| 3M | -5.4% | -12.3% | +6.9% | -4.8% |
| 6M | +4.4% | +122.7% | -118.3% | -8.2% |
| YTD | +14.9% | +104.5% | -89.6% | +2.2% |
| 1Y | +9.3% | +106.7% | -97.4% | -3.5% |
| 3Y | +121.7% | +70.0% | +51.8% | +94.1% |
| 5Y | +148.2% | -27.8% | +175.9% | +135.9% |
| All | +148.2% | -25.5% | +173.6% | +135.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling