+42.5%
BEN vs TMF
-87.5%
+130.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.2% | +3.5% |
| 7D | +0.2% | -1.4% | +1.7% | +0.4% |
| 30D | -0.5% | -2.8% | +2.3% | -0.3% |
| 3M | +9.7% | -10.9% | +20.6% | +10.7% |
| 6M | +33.9% | -21.3% | +55.2% | +36.5% |
| YTD | +49.0% | -15.9% | +64.9% | +51.0% |
| 1Y | +42.1% | -15.7% | +57.9% | +43.8% |
| 3Y | +51.9% | -43.4% | +95.2% | +55.6% |
| All | +42.5% | -87.5% | +130.0% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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