+4,392.8%
TT vs WTW
+1,174.9%
+3,217.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +3.0% | +1.8% |
| 7D | 0.0% | -2.6% | +2.6% | +1.1% |
| 30D | -7.2% | -1.0% | -6.2% | -6.9% |
| 3M | -3.0% | +29.9% | -32.9% | -14.3% |
| 6M | +1.4% | +10.7% | -9.4% | -5.0% |
| YTD | +15.9% | +2.6% | +13.3% | +11.3% |
| 1Y | +9.4% | +2.8% | +6.7% | +4.7% |
| 3Y | +124.4% | +67.3% | +57.1% | +68.1% |
| 5Y | +138.0% | +56.6% | +81.4% | +82.4% |
| 10Y | +886.4% | +204.1% | +682.3% | +440.1% |
| All | +4,392.8% | +1,174.9% | +3,217.9% | +1,792.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling