+146.0%
TT vs WU
-50.7%
+196.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.0% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | -7.2% | -1.1% | -6.1% | -7.0% |
| 3M | -3.0% | -3.9% | +0.9% | -3.2% |
| 6M | +1.4% | -20.7% | +22.0% | +4.8% |
| YTD | +15.9% | -18.4% | +34.3% | +18.8% |
| 1Y | +9.4% | -8.1% | +17.5% | +8.8% |
| 3Y | +124.4% | -24.2% | +148.5% | +129.0% |
| All | +146.0% | -50.7% | +196.7% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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