+45.8%
BEN vs TD
+61.3%
-15.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.9% |
| 7D | +0.3% | -2.6% | +2.9% | +2.0% |
| 30D | +0.9% | -1.0% | +1.9% | +1.4% |
| 3M | +9.2% | +5.6% | +3.6% | +4.3% |
| 6M | +36.8% | +27.1% | +9.7% | +12.9% |
| YTD | +44.4% | +29.4% | +15.0% | +17.8% |
| 1Y | +45.8% | +60.7% | -14.8% | +1.5% |
| All | +45.8% | +61.3% | -15.4% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling