+434.2%
TTMI vs BEN
+29.7%
+404.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.3% |
| 7D | +22.6% | +11.3% | +11.3% | +15.2% |
| 30D | -34.3% | +15.0% | -49.3% | -39.3% |
| 3M | -44.8% | +7.8% | -52.6% | -46.9% |
| 6M | -53.3% | +15.5% | -68.8% | -57.0% |
| YTD | +10.6% | +55.4% | -44.8% | -14.8% |
| 1Y | +8.2% | +63.3% | -55.1% | -18.7% |
| 3Y | +435.7% | +83.4% | +352.3% | +263.3% |
| 5Y | +434.2% | +28.1% | +406.1% | +294.1% |
| All | +434.2% | +29.7% | +404.5% | +294.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling