-45.4%
TE vs BEN
+40.0%
-85.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.4% | -1.6% |
| 7D | +15.0% | +3.4% | +11.6% | +11.8% |
| 30D | -7.5% | +1.8% | -9.3% | -8.9% |
| 3M | -42.0% | +8.4% | -50.3% | -45.3% |
| 6M | -31.4% | +35.6% | -67.1% | -46.7% |
| YTD | -26.5% | +46.4% | -72.9% | -47.0% |
| 1Y | +153.1% | +46.3% | +106.8% | +82.2% |
| 3Y | -20.7% | +54.6% | -75.3% | -45.3% |
| 5Y | -45.4% | +39.4% | -84.8% | -60.0% |
| All | -45.4% | +40.0% | -85.4% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling