+129.6%
TT vs IP
+21.5%
+108.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.5% |
| 7D | 0.0% | -5.3% | +5.3% | +0.7% |
| 30D | -7.2% | -10.9% | +3.7% | -5.7% |
| 3M | -3.0% | +11.2% | -14.1% | -4.7% |
| 6M | +1.4% | -10.2% | +11.6% | +2.0% |
| YTD | +15.9% | -2.0% | +17.9% | +15.4% |
| 1Y | +9.4% | -19.1% | +28.5% | +11.2% |
| All | +129.6% | +21.5% | +108.1% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded IP 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling