+893.7%
TT vs BBWI
-56.0%
+949.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.3% |
| 30D | -7.3% | -6.2% | -1.1% | -6.4% |
| 3M | -2.6% | +4.3% | -6.9% | -4.1% |
| 6M | +5.9% | -7.2% | +13.1% | +5.6% |
| YTD | +15.4% | -3.0% | +18.4% | +13.4% |
| 1Y | +8.2% | -30.8% | +39.0% | +12.5% |
| 3Y | +122.7% | -43.4% | +166.0% | +130.8% |
| 5Y | +145.0% | -66.7% | +211.7% | +174.1% |
| 10Y | +893.7% | -55.7% | +949.4% | +770.5% |
| All | +893.7% | -56.0% | +949.7% | +770.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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