+396.5%
TTMI vs BEN
+58.7%
+337.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.1% |
| 7D | +11.4% | +6.8% | +4.6% | +7.8% |
| 30D | -28.3% | +18.0% | -46.3% | -34.1% |
| 3M | -46.7% | +7.5% | -54.1% | -48.4% |
| 6M | -56.1% | +14.7% | -70.8% | -59.1% |
| YTD | +7.4% | +56.1% | -48.7% | -14.9% |
| 1Y | +17.4% | +69.6% | -52.2% | -10.8% |
| 3Y | +429.1% | +87.7% | +341.5% | +273.2% |
| 5Y | +418.8% | +28.6% | +390.1% | +330.6% |
| All | +396.5% | +58.7% | +337.8% | +240.7% |
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 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