+957.3%
TT vs TRU
+146.7%
+810.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +1.4% | -6.5% | +7.9% | +3.6% |
| 30D | -6.7% | -2.5% | -4.2% | -6.1% |
| 3M | -5.4% | +10.4% | -15.8% | -9.7% |
| 6M | +4.4% | +1.6% | +2.7% | +1.8% |
| YTD | +14.9% | -9.7% | +24.6% | +15.7% |
| 1Y | +9.3% | -17.3% | +26.5% | +12.7% |
| 3Y | +121.7% | -1.8% | +123.6% | +102.5% |
| 5Y | +148.2% | -36.2% | +184.4% | +168.2% |
| 10Y | +957.3% | +143.2% | +814.0% | +649.6% |
| All | +957.3% | +146.7% | +810.6% | +649.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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