+15,818.7%
TT vs NI
+5,092.7%
+10,726.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | 0.0% | +2.0% | -2.0% | -0.9% |
| 30D | -7.2% | -3.5% | -3.6% | -5.7% |
| 3M | -3.0% | -9.1% | +6.2% | +0.9% |
| 6M | +1.4% | -11.8% | +13.2% | +6.8% |
| YTD | +15.9% | +1.1% | +14.8% | +14.8% |
| 1Y | +9.4% | +6.7% | +2.7% | +5.5% |
| 3Y | +124.4% | +71.1% | +53.3% | +72.7% |
| 5Y | +138.0% | +94.3% | +43.7% | +71.1% |
| 10Y | +886.4% | +135.8% | +750.6% | +518.6% |
| All | +15,818.7% | +5,092.7% | +10,726.0% | +2,725.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling