+15.6%
TFC vs BB
-27.1%
+42.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -2.5% |
| 7D | +2.2% | +0.5% | +1.7% | +2.1% |
| 30D | -2.5% | -12.4% | +9.9% | -0.7% |
| 3M | +4.5% | -15.3% | +19.8% | +5.8% |
| 6M | +11.0% | +128.8% | -117.8% | -6.0% |
| YTD | +5.9% | +107.7% | -101.8% | -8.9% |
| 1Y | +14.6% | +103.9% | -89.3% | -1.8% |
| 3Y | +96.7% | +72.6% | +24.1% | +64.5% |
| 5Y | +15.6% | -24.3% | +39.8% | +12.2% |
| All | +15.6% | -27.1% | +42.6% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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