+239.9%
TMUS vs BEN
+58.0%
+181.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.4% |
| 7D | +6.5% | +11.3% | -4.8% | +4.3% |
| 30D | +11.3% | +15.0% | -3.8% | +8.1% |
| 3M | -2.9% | +7.8% | -10.7% | -4.5% |
| 6M | -10.5% | +15.5% | -26.0% | -13.5% |
| YTD | -14.4% | +55.4% | -69.8% | -22.6% |
| 1Y | -17.9% | +63.3% | -81.2% | -26.6% |
| 3Y | +21.9% | +83.4% | -61.6% | +3.4% |
| 5Y | +52.1% | +28.1% | +24.1% | +38.1% |
| All | +239.9% | +58.0% | +181.9% | +163.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling