+734.7%
TT vs SPXU
-99.5%
+834.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | +0.4% |
| 7D | +0.8% | +0.5% | +0.3% | +1.5% |
| 30D | -11.8% | +10.9% | -22.7% | -7.9% |
| 3M | -11.6% | +9.6% | -21.2% | -7.8% |
| 6M | -9.3% | -4.7% | -4.6% | -8.8% |
| YTD | +8.9% | -24.6% | +33.5% | +2.8% |
| 1Y | -2.2% | -24.7% | +22.5% | -7.4% |
| 3Y | +91.9% | -80.0% | +171.9% | +29.5% |
| 5Y | +136.0% | -83.5% | +219.5% | +74.0% |
| 10Y | +734.7% | -99.5% | +834.2% | +147.8% |
| All | +734.7% | -99.5% | +834.2% | +147.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling