+893.7%
TT vs DRI
+350.3%
+543.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | +1.6% | -1.2% | +2.8% | +1.9% |
| 30D | -7.3% | -0.4% | -6.9% | -7.3% |
| 3M | -2.6% | +9.5% | -12.1% | -5.6% |
| 6M | +5.9% | +6.5% | -0.6% | +3.2% |
| YTD | +15.4% | +18.4% | -3.0% | +8.6% |
| 1Y | +8.2% | +4.2% | +4.0% | +5.5% |
| 3Y | +122.7% | +57.1% | +65.6% | +87.7% |
| 5Y | +145.0% | +70.4% | +74.5% | +98.9% |
| 10Y | +893.7% | +354.0% | +539.7% | +458.6% |
| All | +893.7% | +350.3% | +543.4% | +458.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling