+5,193.3%
TT vs IBN
+1,532.9%
+3,660.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | 0.0% | +1.4% | -1.4% | -0.4% |
| 30D | -7.2% | -0.3% | -6.8% | -7.1% |
| 3M | -3.0% | +17.1% | -20.1% | -6.9% |
| 6M | +1.4% | +3.4% | -2.0% | +0.3% |
| YTD | +15.9% | +2.5% | +13.4% | +14.8% |
| 1Y | +9.4% | -4.2% | +13.6% | +10.1% |
| 3Y | +124.4% | +32.4% | +92.0% | +106.2% |
| 5Y | +138.0% | +59.2% | +78.8% | +107.7% |
| 10Y | +886.4% | +345.7% | +540.7% | +527.6% |
| All | +5,193.3% | +1,532.9% | +3,660.4% | +2,058.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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