+21.3%
TFC vs BBY
+33.0%
-11.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.0% | -5.0% | +1.3% |
| 7D | +5.1% | +4.5% | +0.5% | +4.0% |
| 30D | +9.8% | +16.0% | -6.2% | +6.5% |
| 3M | -2.4% | +18.6% | -21.1% | -6.0% |
| 6M | +4.9% | +80.1% | -75.1% | -7.3% |
| YTD | +6.6% | +57.4% | -50.9% | -2.2% |
| 1Y | +21.3% | +34.5% | -13.2% | +16.2% |
| All | +21.3% | +33.0% | -11.7% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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