+14,847.0%
TT vs BEN
+5,130.7%
+9,716.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.3% | -1.7% | +1.9% |
| 7D | +1.7% | +12.2% | -10.4% | -3.4% |
| 30D | -11.8% | +12.1% | -23.9% | -16.4% |
| 3M | -12.6% | +7.3% | -19.9% | -15.5% |
| 6M | -9.4% | +17.9% | -27.2% | -16.3% |
| YTD | +8.8% | +55.4% | -46.6% | -11.8% |
| 1Y | -2.5% | +69.3% | -71.9% | -24.0% |
| 3Y | +95.7% | +82.8% | +12.8% | +41.3% |
| 5Y | +135.7% | +28.8% | +107.0% | +95.1% |
| 10Y | +750.6% | +53.9% | +696.7% | +495.2% |
| All | +14,847.0% | +5,130.7% | +9,716.2% | +2,869.5% |
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