+275.2%
TT vs JAAA
+29.3%
+245.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -6.7% | +0.5% | -7.1% | -7.2% |
| 3M | -5.4% | +1.2% | -6.7% | -6.9% |
| 6M | +4.4% | +2.7% | +1.7% | +1.0% |
| YTD | +14.9% | +3.2% | +11.7% | +10.7% |
| 1Y | +9.3% | +4.8% | +4.5% | +3.4% |
| 3Y | +121.7% | +19.0% | +102.7% | +99.0% |
| 5Y | +148.2% | +26.8% | +121.4% | +118.3% |
| All | +275.2% | +29.3% | +245.9% | +223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling