+537.0%
TDG vs BEN
+56.6%
+480.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.9% | -3.1% | +1.2% | -0.6% |
| 30D | -7.7% | +0.2% | -7.9% | -7.8% |
| 3M | -9.3% | +6.8% | -16.2% | -12.0% |
| 6M | -9.4% | +38.1% | -47.5% | -21.1% |
| YTD | -14.3% | +44.3% | -58.6% | -27.0% |
| 1Y | -11.8% | +42.6% | -54.4% | -24.8% |
| 3Y | +52.0% | +52.3% | -0.3% | +20.8% |
| 5Y | +128.8% | +37.6% | +91.2% | +84.4% |
| All | +537.0% | +56.6% | +480.3% | +334.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling