+96.0%
TFC vs AMC
-59.1%
+155.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | +2.3% | +3.5% | -1.2% | +2.1% |
| 30D | +10.8% | +12.5% | -1.6% | +10.2% |
| 3M | -3.8% | +23.6% | -27.3% | -4.7% |
| 6M | +9.6% | +144.4% | -134.8% | +3.8% |
| YTD | +5.8% | +108.3% | -102.6% | +0.5% |
| 1Y | +16.2% | +38.9% | -22.7% | +12.5% |
| 3Y | +96.0% | -58.9% | +154.8% | +121.1% |
| All | +96.0% | -59.1% | +155.1% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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