+11.3%
TSEM vs BEN
+1,695.1%
-1,683.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +3.5% | +4.3% | +6.6% |
| 7D | +6.9% | +0.2% | +6.7% | +6.9% |
| 30D | +5.3% | -0.5% | +5.8% | +5.5% |
| 3M | -14.9% | +9.7% | -24.6% | -17.6% |
| 6M | +80.0% | +33.9% | +46.1% | +62.1% |
| YTD | +89.4% | +49.0% | +40.4% | +63.5% |
| 1Y | +253.1% | +42.1% | +211.0% | +209.4% |
| 3Y | +642.1% | +51.9% | +590.2% | +524.8% |
| 5Y | +659.1% | +39.0% | +620.1% | +540.0% |
| 10Y | +1,291.4% | +57.9% | +1,233.5% | +954.8% |
| All | +11.3% | +1,695.1% | -1,683.8% | -63.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling