-8.4%
TEAM vs TFC
+103.0%
-111.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -0.4% | +2.4% | -2.9% | -1.5% |
| 30D | +67.3% | -1.3% | +68.6% | +67.9% |
| 3M | +86.8% | +6.1% | +80.7% | +80.8% |
| 6M | +146.8% | +7.3% | +139.5% | +134.7% |
| YTD | +16.9% | +8.2% | +8.7% | +10.5% |
| 1Y | +12.8% | +14.4% | -1.6% | +3.0% |
| All | -8.4% | +103.0% | -111.4% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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