+893.7%
TT vs BEN
+56.5%
+837.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +1.6% | +4.7% | -3.1% | -0.2% |
| 30D | -7.3% | +2.6% | -9.9% | -8.3% |
| 3M | -2.6% | +11.5% | -14.1% | -6.8% |
| 6M | +5.9% | +35.3% | -29.4% | -6.5% |
| YTD | +15.4% | +48.6% | -33.2% | -2.1% |
| 1Y | +8.2% | +46.7% | -38.4% | -8.0% |
| 3Y | +122.7% | +57.0% | +65.6% | +77.7% |
| 5Y | +145.0% | +41.8% | +103.1% | +98.0% |
| 10Y | +893.7% | +55.2% | +838.5% | +601.3% |
| All | +893.7% | +56.5% | +837.2% | +601.3% |
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