+12,759.1%
TDG vs BEN
+101.1%
+12,658.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.1% |
| 7D | -2.4% | +3.4% | -5.8% | -3.8% |
| 30D | -8.0% | +1.8% | -9.8% | -8.7% |
| 3M | -10.5% | +8.4% | -18.8% | -13.6% |
| 6M | -11.9% | +35.6% | -47.5% | -22.9% |
| YTD | -15.4% | +46.4% | -61.7% | -28.5% |
| 1Y | -14.2% | +46.3% | -60.5% | -27.9% |
| 3Y | +51.0% | +54.6% | -3.6% | +18.9% |
| 5Y | +126.5% | +39.4% | +87.1% | +81.8% |
| 10Y | +535.6% | +57.6% | +478.0% | +347.1% |
| All | +12,759.1% | +101.1% | +12,658.1% | +6,738.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling