+39.4%
BEN vs TD
+123.1%
-83.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.7% |
| 7D | +3.4% | -1.9% | +5.3% | +4.8% |
| 30D | +1.8% | -1.6% | +3.4% | +2.8% |
| 3M | +8.4% | +4.6% | +3.8% | +4.4% |
| 6M | +35.6% | +26.8% | +8.8% | +12.8% |
| YTD | +46.4% | +28.3% | +18.0% | +20.6% |
| 1Y | +46.3% | +60.4% | -14.1% | +1.6% |
| 3Y | +54.6% | +125.7% | -71.1% | -19.4% |
| 5Y | +39.4% | +122.4% | -83.0% | -30.1% |
| All | +39.4% | +123.1% | -83.7% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling