+893.7%
TT vs EXEL
+380.2%
+513.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | -0.2% |
| 7D | +1.6% | +1.4% | +0.2% | +1.4% |
| 30D | -7.3% | +6.7% | -14.0% | -8.1% |
| 3M | -2.6% | +11.5% | -14.0% | -4.0% |
| 6M | +5.9% | +38.8% | -32.9% | +1.5% |
| YTD | +15.4% | +31.6% | -16.2% | +11.1% |
| 1Y | +8.2% | +53.0% | -44.8% | +2.1% |
| 3Y | +122.7% | +160.8% | -38.2% | +93.4% |
| 5Y | +145.0% | +190.1% | -45.1% | +107.6% |
| 10Y | +893.7% | +367.0% | +526.8% | +647.5% |
| All | +893.7% | +380.2% | +513.6% | +647.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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