+890.1%
TTMI vs SU
+120.0%
+770.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.4% |
| 7D | +0.7% | +2.2% | -1.6% | -0.1% |
| 30D | -8.4% | +8.4% | -16.9% | -11.0% |
| 3M | -32.5% | +12.1% | -44.6% | -35.3% |
| 6M | +32.5% | +19.7% | +12.8% | +21.9% |
| YTD | +83.2% | +58.4% | +24.8% | +49.7% |
| 1Y | +161.7% | +67.2% | +94.4% | +109.4% |
| 3Y | +890.1% | +125.0% | +765.1% | +607.3% |
| All | +890.1% | +120.0% | +770.2% | +607.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling