+15,818.7%
TT vs BEN
+4,913.3%
+10,905.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | -0.9% |
| 7D | -0.2% | +0.2% | -0.5% | -0.4% |
| 30D | -7.4% | -0.5% | -6.8% | -7.2% |
| 3M | -3.2% | +9.7% | -12.9% | -7.4% |
| 6M | +1.1% | +33.9% | -32.8% | -11.9% |
| YTD | +15.6% | +49.0% | -33.4% | -4.2% |
| 1Y | +9.2% | +42.1% | -32.9% | -8.1% |
| 3Y | +124.4% | +51.9% | +72.5% | +76.3% |
| 5Y | +138.0% | +39.0% | +99.0% | +89.1% |
| 10Y | +886.4% | +57.9% | +828.5% | +581.2% |
| All | +15,818.7% | +4,913.3% | +10,905.3% | +3,130.7% |
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