+569.2%
TT vs FND
+69.4%
+499.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -2.0% | +7.7% | -9.7% | -3.9% |
| 30D | -14.0% | +11.9% | -25.9% | -16.7% |
| 3M | -15.9% | -14.6% | -1.3% | -13.3% |
| 6M | -17.3% | +0.5% | -17.8% | -18.8% |
| YTD | +4.0% | -15.8% | +19.8% | +5.6% |
| 1Y | -7.1% | -12.9% | +5.8% | -6.6% |
| 3Y | +90.2% | -34.2% | +124.4% | +95.6% |
| 5Y | +131.1% | -61.6% | +192.7% | +160.0% |
| All | +569.2% | +69.4% | +499.7% | +420.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 all: compounded portfolio wealth divided by compounded FND 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…
all analysis · Full analysis span regression · 6 months rolling