+476.5%
TSEM vs BEN
+86.4%
+390.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.4% | -7.2% |
| 7D | +7.0% | +6.8% | +0.2% | +3.4% |
| 30D | -29.8% | +18.0% | -47.8% | -35.4% |
| 3M | -41.9% | +7.5% | -49.4% | -43.9% |
| 6M | -45.8% | +14.7% | -60.5% | -49.2% |
| YTD | +25.1% | +56.1% | -31.0% | +1.0% |
| 1Y | +48.2% | +69.6% | -21.4% | +15.2% |
| 3Y | +476.5% | +87.7% | +388.8% | +303.2% |
| All | +476.5% | +86.4% | +390.1% | +303.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling