+14.0%
TFC vs BBWI
+1.2%
+12.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.4% |
| 7D | +0.1% | -4.5% | +4.6% | +0.7% |
| 30D | +8.6% | +17.1% | -8.5% | +6.8% |
| 3M | -4.3% | +17.5% | -21.8% | -6.2% |
| 6M | +5.4% | +12.8% | -7.4% | +3.6% |
| YTD | +4.5% | +8.2% | -3.6% | +3.6% |
| 1Y | +14.0% | -1.8% | +15.8% | +13.3% |
| All | +14.0% | +1.2% | +12.8% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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