+443.1%
TTMI vs BEN
+389.6%
+53.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.5% | +5.3% | +6.5% |
| 7D | +5.9% | +0.2% | +5.6% | +5.8% |
| 30D | -4.3% | -0.5% | -3.8% | -3.9% |
| 3M | -32.0% | +9.7% | -41.8% | -36.0% |
| 6M | +19.5% | +33.9% | -14.4% | -1.6% |
| YTD | +82.0% | +49.0% | +33.0% | +39.1% |
| 1Y | +172.6% | +42.1% | +130.5% | +114.0% |
| 3Y | +744.7% | +51.9% | +692.8% | +515.9% |
| 5Y | +805.6% | +39.0% | +766.5% | +566.1% |
| 10Y | +1,057.6% | +57.9% | +999.7% | +573.2% |
| All | +443.1% | +389.6% | +53.5% | -22.6% |
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