+12,629.9%
TSM vs BEN
+387.9%
+12,242.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.9% | +1.5% |
| 7D | -2.1% | +12.1% | -14.2% | -7.2% |
| 30D | -12.5% | +13.4% | -25.9% | -17.6% |
| 3M | -5.0% | +9.4% | -14.4% | -9.0% |
| 6M | -3.2% | +19.3% | -22.5% | -11.3% |
| YTD | +31.5% | +57.3% | -25.8% | +4.7% |
| 1Y | +35.7% | +69.1% | -33.4% | +4.2% |
| 3Y | +323.5% | +85.6% | +237.9% | +198.7% |
| 5Y | +263.4% | +32.9% | +230.4% | +196.7% |
| 10Y | +1,598.5% | +58.3% | +1,540.2% | +1,027.8% |
| All | +12,629.9% | +387.9% | +12,242.0% | +3,334.8% |
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