+1,753.6%
TSM vs BEN
+56.5%
+1,697.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +6.0% | +4.7% | +1.4% | +4.2% |
| 30D | +4.5% | +2.6% | +1.9% | +3.5% |
| 3M | +3.1% | +11.5% | -8.4% | -1.2% |
| 6M | +30.2% | +35.3% | -5.1% | +15.7% |
| YTD | +45.2% | +48.6% | -3.4% | +24.3% |
| 1Y | +79.6% | +46.7% | +32.9% | +54.0% |
| 3Y | +411.0% | +57.0% | +354.0% | +314.9% |
| 5Y | +290.7% | +41.8% | +248.9% | +223.0% |
| 10Y | +1,753.6% | +55.2% | +1,698.4% | +1,324.1% |
| All | +1,753.6% | +56.5% | +1,697.1% | +1,324.1% |
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