+144.9%
TE vs BEN
+43.6%
+101.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -5.7% |
| 7D | +0.9% | +0.3% | +0.6% | +0.7% |
| 30D | -16.3% | +0.9% | -17.2% | -16.7% |
| 3M | -40.8% | +9.2% | -49.9% | -43.2% |
| 6M | -42.6% | +36.8% | -79.4% | -48.1% |
| YTD | -31.4% | +44.4% | -75.8% | -39.5% |
| 1Y | +144.9% | +45.8% | +99.1% | +104.9% |
| All | +144.9% | +43.6% | +101.3% | +104.9% |
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