+145.9%
TT vs WTW
+42.3%
+103.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -1.0% | -7.8% | +6.8% | +1.2% |
| 30D | -8.9% | -7.9% | -1.0% | -7.0% |
| 3M | -1.8% | +19.9% | -21.8% | -7.5% |
| 6M | +1.9% | +9.8% | -7.9% | -1.8% |
| YTD | +13.8% | -3.3% | +17.2% | +14.4% |
| 1Y | +6.1% | -3.3% | +9.4% | +6.4% |
| 3Y | +119.6% | +61.5% | +58.0% | +63.4% |
| 5Y | +145.9% | +42.6% | +103.3% | +86.7% |
| All | +145.9% | +42.3% | +103.5% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling