+73.5%
TFC vs BEN
+58.0%
+15.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | +0.1% | +11.3% | -11.2% | -6.7% |
| 30D | +8.6% | +15.0% | -6.4% | -1.0% |
| 3M | -4.3% | +7.8% | -12.2% | -9.4% |
| 6M | +5.4% | +15.5% | -10.1% | -5.0% |
| YTD | +4.5% | +55.4% | -50.9% | -23.1% |
| 1Y | +14.0% | +63.3% | -49.3% | -18.9% |
| 3Y | +93.4% | +83.4% | +9.9% | +22.5% |
| 5Y | +0.5% | +28.1% | -27.6% | -20.0% |
| All | +73.5% | +58.0% | +15.5% | 0.0% |
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