+748.4%
TT vs BN
+297.2%
+451.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | +8.1% | -0.3% | +8.3% | +8.2% |
| 30D | -11.3% | +13.6% | -24.8% | -17.0% |
| 3M | -11.2% | -6.7% | -4.5% | -8.6% |
| 6M | -8.9% | -9.0% | +0.1% | -5.3% |
| YTD | +9.7% | -8.8% | +18.5% | +12.8% |
| 1Y | +1.3% | -10.6% | +11.9% | +5.0% |
| 3Y | +93.4% | +98.8% | -5.4% | +29.2% |
| 5Y | +133.5% | +33.6% | +99.9% | +86.6% |
| All | +748.4% | +297.2% | +451.2% | +290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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