+1.3%
TT vs NI
+7.3%
-6.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +8.1% | +3.1% | +5.0% | +7.1% |
| 30D | -11.3% | +11.2% | -22.4% | -14.2% |
| 3M | -11.2% | +9.8% | -21.0% | -13.8% |
| 6M | -8.9% | -1.6% | -7.3% | -8.4% |
| YTD | +9.7% | +12.6% | -2.9% | +1.2% |
| 1Y | +1.3% | +7.8% | -6.5% | -4.2% |
| All | +1.3% | +7.3% | -6.0% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling