+748.4%
TT vs BEN
+58.0%
+690.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.3% |
| 7D | +8.1% | +11.3% | -3.3% | +3.6% |
| 30D | -11.3% | +15.0% | -26.3% | -16.1% |
| 3M | -11.2% | +7.8% | -19.0% | -13.9% |
| 6M | -8.9% | +15.5% | -24.4% | -14.3% |
| YTD | +9.7% | +55.4% | -45.7% | -8.7% |
| 1Y | +1.3% | +63.3% | -62.0% | -17.5% |
| 3Y | +93.4% | +83.4% | +9.9% | +44.5% |
| 5Y | +133.5% | +28.1% | +105.5% | +98.1% |
| All | +748.4% | +58.0% | +690.4% | +485.8% |
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 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