+4,984.1%
TT vs HBM
+492.8%
+4,491.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.0% | -4.3% | +3.0% |
| 7D | +1.7% | +5.0% | -3.3% | +0.8% |
| 30D | -11.8% | -12.7% | +0.9% | -9.6% |
| 3M | -12.6% | -17.4% | +4.8% | -9.8% |
| 6M | -9.4% | -8.9% | -0.5% | -9.2% |
| YTD | +8.8% | +14.9% | -6.1% | +3.1% |
| 1Y | -2.5% | +41.4% | -43.9% | -11.4% |
| 3Y | +95.7% | +462.1% | -366.5% | +31.1% |
| 5Y | +135.7% | +224.0% | -88.3% | +66.3% |
| 10Y | +750.6% | +320.9% | +429.7% | +369.3% |
| All | +4,984.1% | +492.8% | +4,491.3% | +1,630.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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