+75.7%
TFC vs BEN
+58.7%
+16.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.9% |
| 7D | +2.3% | +6.8% | -4.5% | -2.0% |
| 30D | +10.8% | +18.0% | -7.2% | -0.7% |
| 3M | -3.8% | +7.5% | -11.2% | -8.6% |
| 6M | +9.6% | +14.7% | -5.1% | -0.8% |
| YTD | +5.8% | +56.1% | -50.3% | -22.3% |
| 1Y | +16.2% | +69.6% | -53.4% | -19.3% |
| 3Y | +96.0% | +87.7% | +8.3% | +22.3% |
| 5Y | +1.7% | +28.6% | -26.9% | -19.3% |
| All | +75.7% | +58.7% | +16.9% | +0.9% |
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