+14,856.2%
TT vs NI
+5,620.3%
+9,235.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.2% |
| 7D | +0.8% | +1.5% | -0.7% | +0.2% |
| 30D | -11.8% | +11.9% | -23.6% | -16.2% |
| 3M | -11.6% | +9.1% | -20.7% | -15.1% |
| 6M | -9.3% | -1.8% | -7.6% | -9.1% |
| YTD | +8.9% | +11.4% | -2.5% | +3.1% |
| 1Y | -2.2% | +6.4% | -8.6% | -5.5% |
| 3Y | +91.9% | +98.2% | -6.4% | +38.3% |
| 5Y | +136.0% | +110.1% | +25.9% | +63.8% |
| 10Y | +734.7% | +189.0% | +545.7% | +377.3% |
| All | +14,856.2% | +5,620.3% | +9,235.9% | +2,438.7% |
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