+45.8%
BEN vs TW
-14.0%
+59.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.3% |
| 7D | +0.3% | -2.7% | +3.1% | +0.5% |
| 30D | +0.9% | -1.7% | +2.6% | +1.0% |
| 3M | +9.2% | +1.6% | +7.6% | +8.8% |
| 6M | +36.8% | -17.7% | +54.5% | +40.6% |
| YTD | +44.4% | -4.3% | +48.7% | +44.7% |
| 1Y | +45.8% | -13.1% | +58.9% | +52.7% |
| All | +45.8% | -14.0% | +59.8% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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