+42.6%
BEN vs TDY
+10.5%
+32.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.5% |
| 7D | -3.1% | -1.1% | -2.0% | -2.7% |
| 30D | +0.2% | -12.0% | +12.2% | +4.9% |
| 3M | +6.8% | -3.2% | +10.0% | +7.9% |
| 6M | +38.1% | -7.9% | +46.0% | +40.9% |
| YTD | +44.3% | +18.2% | +26.1% | +34.6% |
| 1Y | +42.6% | +6.7% | +35.9% | +37.0% |
| All | +42.6% | +10.5% | +32.0% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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