+412.3%
TTD vs BEN
+72.2%
+340.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.1% | +2.7% |
| 7D | +19.9% | +12.1% | +7.8% | +13.1% |
| 30D | +27.6% | +13.4% | +14.2% | +19.8% |
| 3M | +15.2% | +9.4% | +5.8% | +9.9% |
| 6M | -33.2% | +19.3% | -52.4% | -39.2% |
| YTD | -59.4% | +57.3% | -116.6% | -68.2% |
| 1Y | -64.4% | +69.1% | -133.5% | -73.2% |
| 3Y | -75.9% | +85.6% | -161.5% | -83.3% |
| 5Y | -82.6% | +32.9% | -115.5% | -85.8% |
| 10Y | +558.1% | +58.3% | +499.8% | +363.8% |
| All | +412.3% | +72.2% | +340.1% | +258.7% |
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