+42.6%
BEN vs TSLQ
-49.6%
+92.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSLQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.1% |
| 7D | -3.1% | -6.6% | +3.5% | -3.6% |
| 30D | +0.2% | -24.3% | +24.5% | -1.9% |
| 3M | +6.8% | -3.6% | +10.5% | +7.8% |
| 6M | +38.1% | -12.0% | +50.1% | +39.2% |
| YTD | +44.3% | +1.4% | +43.0% | +46.7% |
| 1Y | +42.6% | -43.6% | +86.1% | +50.7% |
| All | +42.6% | -49.6% | +92.2% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TSLQ.
Daily Out/Under-Performance
Portfolio return minus TSLQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSLQ 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 1y: compounded portfolio wealth divided by compounded TSLQ 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…
1y analysis · Full analysis span regression · 6 months rolling