+53.6%
BEN vs TD
+300.0%
-246.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +6.8% | +1.1% | +5.7% | +5.9% |
| 30D | +18.0% | +5.2% | +12.8% | +13.5% |
| 3M | +7.5% | +1.2% | +6.2% | +6.2% |
| 6M | +14.7% | +17.7% | -3.0% | +0.3% |
| YTD | +56.1% | +34.2% | +21.9% | +22.9% |
| 1Y | +69.6% | +55.4% | +14.2% | +18.5% |
| 3Y | +87.7% | +130.4% | -42.7% | -6.0% |
| 5Y | +28.6% | +101.8% | -73.2% | -28.4% |
| All | +53.6% | +300.0% | -246.4% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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