+361.1%
TTD vs BEN
+60.2%
+300.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.2% |
| 7D | -4.6% | +3.4% | -8.0% | -6.4% |
| 30D | +3.7% | +1.8% | +1.9% | +2.5% |
| 3M | -30.2% | +8.4% | -38.6% | -33.3% |
| 6M | -51.4% | +35.6% | -87.0% | -59.0% |
| YTD | -63.4% | +46.4% | -109.8% | -70.4% |
| 1Y | -73.5% | +46.3% | -119.8% | -78.6% |
| 3Y | -83.5% | +54.6% | -138.1% | -87.4% |
| 5Y | -80.9% | +39.4% | -120.3% | -84.6% |
| All | +361.1% | +60.2% | +300.9% | +234.5% |
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 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