+736.3%
TT vs TRU
+183.1%
+553.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.5% |
| 7D | +4.0% | 0.0% | +4.0% | +4.0% |
| 30D | -11.3% | +21.3% | -32.6% | -17.4% |
| 3M | -12.3% | +0.2% | -12.5% | -13.4% |
| 6M | -10.8% | +22.4% | -33.2% | -18.8% |
| YTD | +8.2% | -4.8% | +13.0% | +6.0% |
| 1Y | +1.5% | -0.2% | +1.6% | -2.5% |
| 3Y | +91.5% | +57.9% | +33.5% | +44.4% |
| 5Y | +130.2% | -26.1% | +156.3% | +132.5% |
| All | +736.3% | +183.1% | +553.2% | +449.1% |
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