+15.7%
TFC vs BEN
+68.9%
-53.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.2% | +7.2% | -8.4% | -3.9% |
| 30D | +7.8% | +14.1% | -6.4% | +2.1% |
| 3M | -3.0% | +9.9% | -12.9% | -6.7% |
| 6M | +5.8% | +17.4% | -11.6% | -1.5% |
| YTD | +5.3% | +57.3% | -52.0% | -13.1% |
| 1Y | +15.7% | +66.9% | -51.3% | -6.8% |
| All | +15.7% | +68.9% | -53.2% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling