+802.8%
TEAM vs TFC
+110.8%
+691.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -0.4% | +2.4% | -2.9% | -1.1% |
| 30D | +67.3% | -1.3% | +68.6% | +67.7% |
| 3M | +86.8% | +6.1% | +80.7% | +83.2% |
| 6M | +146.8% | +7.3% | +139.5% | +139.8% |
| YTD | +16.9% | +8.2% | +8.7% | +13.3% |
| 1Y | +12.8% | +14.4% | -1.6% | +7.4% |
| 3Y | -7.3% | +93.7% | -101.0% | -23.6% |
| 5Y | -50.7% | +16.4% | -67.1% | -54.6% |
| 10Y | +529.8% | +101.6% | +428.3% | +343.8% |
| All | +802.8% | +110.8% | +691.9% | +580.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling