+750.6%
TT vs BBWI
-41.3%
+791.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +4.3% |
| 7D | +1.7% | -6.2% | +7.9% | +2.9% |
| 30D | -11.8% | +25.5% | -37.3% | -15.9% |
| 3M | -12.6% | +8.0% | -20.6% | -14.6% |
| 6M | -9.4% | +12.7% | -22.0% | -12.9% |
| YTD | +8.8% | +11.6% | -2.8% | +3.5% |
| 1Y | -2.5% | -0.9% | -1.6% | -6.1% |
| 3Y | +95.7% | -22.7% | +118.3% | +89.3% |
| 5Y | +135.7% | -67.2% | +202.9% | +164.4% |
| 10Y | +750.6% | -43.7% | +794.3% | +587.9% |
| All | +750.6% | -41.3% | +791.9% | +587.9% |
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