+148.6%
TE vs BEN
+42.6%
+106.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | -1.3% |
| 7D | -4.0% | +0.2% | -4.2% | -4.1% |
| 30D | -15.9% | -0.5% | -15.4% | -15.6% |
| 3M | -60.5% | +9.7% | -70.3% | -62.4% |
| 6M | -35.2% | +33.9% | -69.1% | -41.1% |
| YTD | -31.1% | +49.0% | -80.1% | -40.1% |
| 1Y | +148.6% | +42.1% | +106.5% | +80.2% |
| All | +148.6% | +42.6% | +106.1% | +80.2% |
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