+16.2%
TFC vs ARWR
+17.3%
-1.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.1% |
| 7D | +2.3% | -17.8% | +20.1% | +3.5% |
| 30D | +10.8% | -18.1% | +29.0% | +12.2% |
| 3M | -3.8% | -44.2% | +40.4% | 0.0% |
| 6M | +9.6% | -38.6% | +48.2% | +12.7% |
| YTD | +5.8% | -28.0% | +33.8% | +6.2% |
| 1Y | +16.2% | +16.1% | 0.0% | +15.5% |
| All | +16.2% | +17.3% | -1.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 1y: compounded portfolio wealth divided by compounded ARWR 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…
1y analysis · Full analysis span regression · 6 months rolling