+172.6%
TTMI vs BEN
+42.6%
+130.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.5% | +5.3% | +6.7% |
| 7D | +5.9% | +0.2% | +5.6% | +5.7% |
| 30D | -4.3% | -0.5% | -3.8% | -4.1% |
| 3M | -32.0% | +9.7% | -41.8% | -35.4% |
| 6M | +19.5% | +33.9% | -14.4% | -0.4% |
| YTD | +82.0% | +49.0% | +33.0% | +45.0% |
| 1Y | +172.6% | +42.1% | +130.5% | +107.1% |
| All | +172.6% | +42.6% | +130.1% | +107.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling