+1,032.7%
BEN vs TD
+7,879.0%
-6,846.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +4.5% |
| 7D | +0.2% | +0.3% | -0.1% | 0.0% |
| 30D | -0.5% | +0.4% | -0.9% | -1.0% |
| 3M | +9.7% | +7.6% | +2.1% | +3.8% |
| 6M | +33.9% | +25.0% | +8.9% | +13.7% |
| YTD | +49.0% | +31.0% | +18.0% | +22.3% |
| 1Y | +42.1% | +65.2% | -23.1% | -1.5% |
| 3Y | +51.9% | +122.5% | -70.6% | -16.1% |
| 5Y | +39.0% | +124.8% | -85.8% | -23.7% |
| 10Y | +57.9% | +298.2% | -240.4% | -42.4% |
| All | +1,032.7% | +7,879.0% | -6,846.3% | -3.9% |
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 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