+911.5%
TT vs D
+35.0%
+876.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.0% |
| 7D | 0.0% | +1.5% | -1.5% | -0.5% |
| 30D | -7.2% | -2.6% | -4.6% | -6.4% |
| 3M | -3.0% | 0.0% | -3.0% | -3.1% |
| 6M | +1.4% | +7.4% | -6.0% | -1.5% |
| YTD | +15.9% | +15.9% | 0.0% | +9.7% |
| 1Y | +9.4% | +18.1% | -8.7% | +2.7% |
| 3Y | +124.4% | +58.4% | +66.0% | +85.1% |
| 5Y | +138.0% | +5.2% | +132.8% | +129.7% |
| All | +911.5% | +35.0% | +876.4% | +814.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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