+15.6%
TFC vs BEN
+42.4%
-26.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +2.2% | +4.7% | -2.4% | -0.5% |
| 30D | -2.5% | +2.6% | -5.1% | -4.0% |
| 3M | +4.5% | +11.5% | -6.9% | -2.4% |
| 6M | +11.0% | +35.3% | -24.4% | -8.4% |
| YTD | +5.9% | +48.6% | -42.7% | -17.5% |
| 1Y | +14.6% | +46.7% | -32.1% | -10.4% |
| 3Y | +96.7% | +57.0% | +39.7% | +43.4% |
| 5Y | +15.6% | +41.8% | -26.2% | -12.3% |
| All | +15.6% | +42.4% | -26.8% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling