+9.2%
TT vs SPXU
-40.4%
+49.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +1.1% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -7.4% | +0.8% | -8.2% | -7.0% |
| 3M | -3.2% | -4.7% | +1.5% | -4.0% |
| 6M | +1.1% | -29.6% | +30.7% | -9.3% |
| YTD | +15.6% | -29.9% | +45.5% | +3.7% |
| 1Y | +9.2% | -39.1% | +48.2% | -6.6% |
| All | +9.2% | -40.4% | +49.5% | -6.6% |
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