+1,201.8%
TT vs ESI
+224.6%
+977.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | 0.0% |
| 7D | 0.0% | +3.3% | -3.3% | -1.0% |
| 30D | -7.2% | -5.9% | -1.3% | -5.6% |
| 3M | -3.0% | -14.1% | +11.1% | +1.0% |
| 6M | +1.4% | +6.6% | -5.2% | -1.6% |
| YTD | +15.9% | +45.0% | -29.1% | +2.3% |
| 1Y | +9.4% | +41.5% | -32.0% | -3.1% |
| 3Y | +124.4% | +78.8% | +45.6% | +82.8% |
| 5Y | +138.0% | +70.9% | +67.1% | +93.9% |
| 10Y | +886.4% | +317.1% | +569.3% | +518.8% |
| All | +1,201.8% | +224.6% | +977.1% | +762.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded ESI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling