+2,209.9%
TT vs WU
-20.2%
+2,230.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +3.2% |
| 7D | -2.0% | +11.7% | -13.7% | -6.9% |
| 30D | -14.0% | +12.6% | -26.6% | -18.9% |
| 3M | -15.9% | -0.5% | -15.4% | -16.6% |
| 6M | -17.3% | -18.2% | +0.9% | -12.7% |
| YTD | +4.0% | -19.0% | +22.9% | +9.1% |
| 1Y | -7.1% | -16.7% | +9.6% | -4.1% |
| 3Y | +90.2% | -21.0% | +111.3% | +93.6% |
| 5Y | +131.1% | -41.7% | +172.8% | +161.6% |
| 10Y | +777.7% | -35.0% | +812.7% | +795.4% |
| All | +2,209.9% | -20.2% | +2,230.1% | +1,749.2% |
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