+51.8%
BEN vs TD
+303.5%
-251.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -2.0% |
| 7D | +0.3% | -2.6% | +2.9% | +2.4% |
| 30D | +0.9% | -1.0% | +1.9% | +1.5% |
| 3M | +9.2% | +5.6% | +3.6% | +4.1% |
| 6M | +36.8% | +27.1% | +9.7% | +12.6% |
| YTD | +44.4% | +29.4% | +15.0% | +17.0% |
| 1Y | +45.8% | +60.7% | -14.8% | -0.8% |
| 3Y | +52.5% | +127.6% | -75.1% | -23.1% |
| 5Y | +37.7% | +125.4% | -87.7% | -30.2% |
| All | +51.8% | +303.5% | -251.7% | -52.0% |
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