+97.2%
TFC vs BEN
+53.7%
+43.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | +0.2% |
| 7D | -1.3% | +3.4% | -4.7% | -3.4% |
| 30D | -2.3% | +1.8% | -4.1% | -3.6% |
| 3M | +2.5% | +8.4% | -5.9% | -3.2% |
| 6M | +9.5% | +35.6% | -26.2% | -11.2% |
| YTD | +5.1% | +46.4% | -41.3% | -19.1% |
| 1Y | +15.5% | +46.3% | -30.9% | -11.4% |
| 3Y | +95.2% | +54.6% | +40.5% | +39.9% |
| 5Y | +14.5% | +39.4% | -24.9% | -14.5% |
| 10Y | +97.2% | +57.6% | +39.6% | +16.4% |
| All | +97.2% | +53.7% | +43.5% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling