+14,178.8%
TT vs BEN
+4,818.7%
+9,360.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.7% | -2.3% | +0.3% |
| 7D | -2.0% | +6.6% | -8.6% | -4.8% |
| 30D | -14.0% | +3.8% | -17.9% | -15.6% |
| 3M | -15.9% | +0.2% | -16.1% | -16.2% |
| 6M | -17.3% | +10.4% | -27.8% | -21.4% |
| YTD | +4.0% | +46.2% | -42.2% | -13.4% |
| 1Y | -7.1% | +52.3% | -59.4% | -24.2% |
| 3Y | +90.2% | +65.9% | +24.3% | +43.4% |
| 5Y | +131.1% | +20.6% | +110.6% | +96.9% |
| 10Y | +777.7% | +64.8% | +712.9% | +492.8% |
| All | +14,178.8% | +4,818.7% | +9,360.2% | +2,814.8% |
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 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