+243.0%
BEN vs TMF
-69.2%
+312.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.3% | +6.4% |
| 7D | +12.2% | +0.6% | +11.6% | +12.3% |
| 30D | +12.1% | +16.3% | -4.2% | +15.1% |
| 3M | +7.3% | -2.7% | +10.0% | +6.9% |
| 6M | +17.9% | -13.2% | +31.0% | +15.2% |
| YTD | +55.4% | -16.7% | +72.1% | +50.8% |
| 1Y | +69.3% | -22.7% | +92.1% | +62.1% |
| 3Y | +82.8% | -26.1% | +108.9% | +77.3% |
| 5Y | +28.8% | -88.4% | +117.2% | -19.3% |
| 10Y | +53.9% | -81.8% | +135.7% | +26.6% |
| All | +243.0% | -69.2% | +312.1% | +323.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling