-4.5%
TT vs SPXU
-30.4%
+25.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | -3.6% |
| 7D | -8.5% | +2.2% | -10.6% | -7.5% |
| 30D | -12.8% | +3.8% | -16.6% | -11.2% |
| 3M | -12.9% | +3.3% | -16.2% | -11.1% |
| 6M | -15.2% | -16.7% | +1.5% | -19.4% |
| YTD | +6.2% | -28.6% | +34.8% | -4.5% |
| 1Y | -4.5% | -30.6% | +26.0% | -14.5% |
| All | -4.5% | -30.4% | +25.8% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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