+957.3%
TT vs SPXU
-99.5%
+1,056.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | +0.1% |
| 7D | +1.4% | +1.3% | +0.2% | +1.9% |
| 30D | -6.7% | +5.1% | -11.8% | -5.0% |
| 3M | -5.4% | -9.1% | +3.7% | -7.6% |
| 6M | +4.4% | -29.6% | +34.0% | -5.2% |
| YTD | +14.9% | -27.7% | +42.6% | +5.8% |
| 1Y | +9.3% | -37.0% | +46.2% | -3.1% |
| 3Y | +121.7% | -80.2% | +201.9% | +48.7% |
| 5Y | +148.2% | -86.0% | +234.2% | +72.0% |
| 10Y | +957.3% | -99.5% | +1,056.8% | +197.6% |
| All | +957.3% | -99.5% | +1,056.8% | +197.6% |
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 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