+1,084.3%
TTMI vs BEN
+56.7%
+1,027.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -0.8% |
| 7D | +6.0% | +0.3% | +5.7% | +6.0% |
| 30D | -6.4% | +0.9% | -7.3% | -6.7% |
| 3M | -28.9% | +9.2% | -38.1% | -32.0% |
| 6M | +26.9% | +36.8% | -9.9% | +8.1% |
| YTD | +77.3% | +44.4% | +32.9% | +46.5% |
| 1Y | +147.5% | +45.8% | +101.7% | +103.2% |
| 3Y | +847.6% | +52.5% | +795.1% | +645.0% |
| 5Y | +802.2% | +37.7% | +764.5% | +622.7% |
| All | +1,084.3% | +56.7% | +1,027.6% | +724.8% |
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 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