+146.0%
TT vs CSGP
-64.7%
+210.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +1.3% |
| 7D | 0.0% | -4.1% | +4.1% | +0.7% |
| 30D | -7.2% | +2.3% | -9.5% | -7.8% |
| 3M | -3.0% | -8.2% | +5.2% | -2.0% |
| 6M | +1.4% | -35.1% | +36.4% | +10.5% |
| YTD | +15.9% | -54.0% | +69.9% | +36.8% |
| 1Y | +9.4% | -65.3% | +74.7% | +40.3% |
| 3Y | +124.4% | -62.6% | +186.9% | +172.2% |
| All | +146.0% | -64.7% | +210.7% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded CSGP 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling