+736.3%
TT vs SPXU
-99.5%
+835.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.0% |
| 7D | +4.0% | -7.6% | +11.6% | +1.5% |
| 30D | -11.3% | +5.3% | -16.6% | -9.0% |
| 3M | -12.3% | +9.6% | -21.9% | -8.5% |
| 6M | -10.8% | -4.5% | -6.3% | -10.2% |
| YTD | +8.2% | -25.9% | +34.0% | +1.5% |
| 1Y | +1.5% | -28.9% | +30.3% | -5.7% |
| 3Y | +91.5% | -80.5% | +171.9% | +28.3% |
| 5Y | +130.2% | -83.4% | +213.6% | +70.1% |
| All | +736.3% | -99.5% | +835.8% | +146.1% |
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