+1,081.5%
BEN vs TD
+8,077.8%
-6,996.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +11.3% | +0.6% | +10.8% | +10.9% |
| 30D | +15.0% | +5.0% | +10.0% | +11.2% |
| 3M | +7.8% | +1.1% | +6.8% | +6.8% |
| 6M | +15.5% | +16.5% | -1.0% | +3.1% |
| YTD | +55.4% | +34.3% | +21.1% | +25.2% |
| 1Y | +63.3% | +52.9% | +10.4% | +19.7% |
| 3Y | +83.4% | +132.2% | -48.8% | -1.8% |
| 5Y | +28.1% | +101.9% | -73.8% | -24.2% |
| 10Y | +59.1% | +302.0% | -242.9% | -42.4% |
| All | +1,081.5% | +8,077.8% | -6,996.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling