+50.2%
TDG vs BEN
+51.0%
-0.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.4% |
| 7D | -2.7% | +0.3% | -3.0% | -2.8% |
| 30D | -9.3% | +0.9% | -10.2% | -9.5% |
| 3M | -7.1% | +9.2% | -16.2% | -8.9% |
| 6M | -11.2% | +36.8% | -47.9% | -17.0% |
| YTD | -15.3% | +44.4% | -59.7% | -21.8% |
| 1Y | -12.5% | +45.8% | -58.3% | -19.4% |
| All | +50.2% | +51.0% | -0.8% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling