+13,634.3%
TSM vs BEN
+362.3%
+13,272.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.7% | +1.2% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | +3.6% | -0.5% | +4.1% | +3.8% |
| 3M | -3.4% | +9.7% | -13.1% | -7.8% |
| 6M | +20.6% | +33.9% | -13.3% | +4.2% |
| YTD | +41.9% | +49.0% | -7.1% | +16.0% |
| 1Y | +84.4% | +42.1% | +42.3% | +53.4% |
| 3Y | +380.2% | +51.9% | +328.3% | +272.6% |
| 5Y | +275.3% | +39.0% | +236.3% | +196.6% |
| 10Y | +1,751.4% | +57.9% | +1,693.5% | +1,117.8% |
| All | +13,634.3% | +362.3% | +13,272.1% | +3,702.6% |
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