+679.5%
TSEM vs BEN
+56.8%
+622.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +10.4% | +4.7% | +5.7% | +8.0% |
| 30D | -12.9% | +2.6% | -15.5% | -14.0% |
| 3M | -9.2% | +11.5% | -20.7% | -13.6% |
| 6M | +98.8% | +35.3% | +63.4% | +72.5% |
| YTD | +87.2% | +48.6% | +38.6% | +54.9% |
| 1Y | +239.0% | +46.7% | +192.3% | +181.2% |
| 3Y | +679.5% | +57.0% | +622.5% | +508.7% |
| All | +679.5% | +56.8% | +622.7% | +508.7% |
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 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