+2,318.0%
TT vs WU
-20.5%
+2,338.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | +1.7% | +9.1% | -7.3% | -2.4% |
| 30D | -11.8% | +12.1% | -23.9% | -16.6% |
| 3M | -12.6% | +0.3% | -12.9% | -13.7% |
| 6M | -9.4% | -19.1% | +9.8% | -3.8% |
| YTD | +8.8% | -19.2% | +28.0% | +14.3% |
| 1Y | -2.5% | -15.3% | +12.8% | -0.1% |
| 3Y | +95.7% | -21.3% | +117.0% | +99.5% |
| 5Y | +135.7% | -41.7% | +177.4% | +166.8% |
| 10Y | +750.6% | -36.0% | +786.6% | +775.0% |
| All | +2,318.0% | -20.5% | +2,338.4% | +1,838.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling