+957.3%
TT vs MDY
+170.4%
+786.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.5% |
| 7D | +1.4% | -0.8% | +2.2% | +2.1% |
| 30D | -6.7% | -3.9% | -2.8% | -3.4% |
| 3M | -5.4% | 0.0% | -5.4% | -5.2% |
| 6M | +4.4% | +8.5% | -4.2% | -2.4% |
| YTD | +14.9% | +13.2% | +1.7% | +3.7% |
| 1Y | +9.3% | +15.0% | -5.8% | -2.9% |
| 3Y | +121.7% | +49.6% | +72.2% | +55.8% |
| 5Y | +148.2% | +46.0% | +102.1% | +76.9% |
| 10Y | +957.3% | +176.4% | +780.9% | +314.4% |
| All | +957.3% | +170.4% | +786.8% | +314.4% |
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