+741.5%
TT vs MDY
+173.8%
+567.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.3% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | -11.0% | +2.1% | -13.2% | -12.6% |
| 3M | -12.0% | -3.6% | -8.4% | -9.0% |
| 6M | -10.4% | +1.7% | -12.1% | -11.4% |
| YTD | +9.9% | +13.8% | -3.9% | -1.2% |
| 1Y | +1.5% | +15.5% | -14.1% | -10.0% |
| 3Y | +93.7% | +58.3% | +35.4% | +29.7% |
| 5Y | +139.2% | +37.4% | +101.8% | +80.2% |
| 10Y | +741.5% | +171.0% | +570.5% | +245.4% |
| All | +741.5% | +173.8% | +567.7% | +245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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