-2.3%
TT vs BEN
+70.3%
-72.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.3% | -1.7% | +2.8% |
| 7D | +1.7% | +12.2% | -10.4% | -1.5% |
| 30D | -11.8% | +12.1% | -23.9% | -14.6% |
| 3M | -12.6% | +7.3% | -19.9% | -14.3% |
| 6M | -9.4% | +17.9% | -27.2% | -13.5% |
| YTD | +8.8% | +55.4% | -46.6% | -3.1% |
| All | -2.3% | +70.3% | -72.6% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling