-1.1%
TFC vs BEN
+29.2%
-30.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.3% | -4.4% | -1.8% |
| 7D | +0.3% | +12.2% | -11.9% | -6.6% |
| 30D | +9.2% | +12.1% | -2.9% | +1.6% |
| 3M | -2.9% | +7.3% | -10.2% | -7.3% |
| 6M | +3.5% | +17.9% | -14.4% | -7.3% |
| YTD | +5.4% | +55.4% | -50.0% | -21.1% |
| 1Y | +17.3% | +69.3% | -52.0% | -17.0% |
| 3Y | +96.7% | +82.8% | +13.8% | +27.0% |
| 5Y | -1.1% | +28.8% | -29.9% | -19.1% |
| All | -1.1% | +29.2% | -30.3% | -19.1% |
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