+3,309.9%
V vs TT
+1,808.2%
+1,501.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.2% | -1.4% |
| 7D | +2.9% | -9.0% | +11.9% | +7.0% |
| 30D | +14.0% | -17.6% | +31.6% | +23.2% |
| 3M | +14.9% | -18.7% | +33.5% | +24.5% |
| 6M | +31.7% | -17.4% | +49.2% | +40.5% |
| YTD | +21.2% | +1.5% | +19.7% | +16.9% |
| 1Y | +25.3% | -9.4% | +34.7% | +26.9% |
| 3Y | +77.5% | +85.1% | -7.6% | +26.7% |
| 5Y | +102.6% | +125.7% | -23.2% | +28.8% |
| 10Y | +464.3% | +757.3% | -293.0% | +91.9% |
| All | +3,309.9% | +1,808.2% | +1,501.6% | +642.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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