+917.7%
TT vs SU
+267.2%
+650.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.6% |
| 7D | -1.2% | +2.2% | -3.4% | -1.7% |
| 30D | -7.3% | +8.4% | -15.8% | -9.1% |
| 3M | -3.6% | +12.1% | -15.7% | -6.5% |
| 6M | +2.8% | +19.7% | -16.9% | -2.4% |
| YTD | +14.5% | +58.4% | -43.9% | +1.6% |
| 1Y | +7.4% | +67.2% | -59.8% | -6.1% |
| 3Y | +116.2% | +125.0% | -8.8% | +73.0% |
| 5Y | +147.4% | +355.1% | -207.7% | +56.5% |
| All | +917.7% | +267.2% | +650.5% | +529.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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