+750.6%
TT vs BEN
+70.4%
+680.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.3% | -1.7% | +2.2% |
| 7D | +1.7% | +12.2% | -10.4% | -2.7% |
| 30D | -11.8% | +12.1% | -23.9% | -15.8% |
| 3M | -12.6% | +7.3% | -19.9% | -15.1% |
| 6M | -9.4% | +17.9% | -27.2% | -15.4% |
| YTD | +8.8% | +55.4% | -46.6% | -9.4% |
| 1Y | -2.5% | +69.3% | -71.9% | -21.7% |
| 3Y | +95.7% | +82.8% | +12.8% | +46.6% |
| 5Y | +135.7% | +28.8% | +107.0% | +99.6% |
| 10Y | +750.6% | +53.9% | +696.7% | +501.4% |
| All | +750.6% | +70.4% | +680.2% | +501.4% |
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