+1.2%
TFC vs AMC
-99.1%
+100.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -1.2% | -2.8% | +1.6% | -1.1% |
| 30D | +7.8% | +14.0% | -6.2% | +6.8% |
| 3M | -3.0% | +42.5% | -45.5% | -5.3% |
| 6M | +5.8% | +142.6% | -136.7% | -1.6% |
| YTD | +5.3% | +119.2% | -113.9% | -2.0% |
| 1Y | +15.7% | +40.7% | -25.1% | +10.7% |
| 3Y | +94.8% | -57.3% | +152.1% | +95.1% |
| All | +1.2% | -99.1% | +100.4% | +25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling