-25.8%
TE vs BEN
+56.2%
-82.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.7% | -8.2% | -8.1% |
| 7D | +3.8% | +6.7% | -2.9% | -2.8% |
| 30D | -26.2% | +3.0% | -29.2% | -28.4% |
| 3M | -49.7% | -4.3% | -45.4% | -47.8% |
| 6M | -46.5% | +16.4% | -62.8% | -50.1% |
| YTD | -59.1% | +46.8% | -105.9% | -65.8% |
| 1Y | -25.8% | +57.3% | -83.2% | -42.8% |
| All | -25.8% | +56.2% | -82.1% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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