+1.5%
TT vs SPXU
-26.3%
+27.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -0.9% |
| 7D | +4.0% | -7.6% | +11.6% | +1.1% |
| 30D | -11.3% | +5.3% | -16.6% | -8.6% |
| 3M | -12.3% | +9.6% | -21.9% | -7.8% |
| 6M | -10.8% | -4.5% | -6.3% | -10.4% |
| YTD | +8.2% | -25.9% | +34.0% | -1.3% |
| 1Y | +1.5% | -28.9% | +30.3% | -8.8% |
| All | +1.5% | -26.3% | +27.8% | -8.8% |
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 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