+1.3%
TT vs EXE
-24.6%
+25.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.8% | -0.2% |
| 7D | +8.1% | +2.9% | +5.2% | +8.0% |
| 30D | -11.3% | -4.9% | -6.3% | -11.3% |
| 3M | -11.2% | -8.3% | -2.9% | -11.3% |
| 6M | -8.9% | -7.8% | -1.1% | -8.8% |
| YTD | +9.7% | -19.0% | +28.8% | +10.6% |
| 1Y | +1.3% | -24.8% | +26.1% | +2.8% |
| All | +1.3% | -24.6% | +25.8% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling