+2,700.2%
TFC vs BEN
+4,913.3%
-2,213.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.7% |
| 7D | +2.4% | +0.2% | +2.2% | +2.2% |
| 30D | -1.3% | -0.5% | -0.8% | -1.1% |
| 3M | +6.1% | +9.7% | -3.7% | +0.7% |
| 6M | +7.3% | +33.9% | -26.6% | -8.5% |
| YTD | +8.2% | +49.0% | -40.8% | -12.7% |
| 1Y | +14.4% | +42.1% | -27.7% | -5.8% |
| 3Y | +93.7% | +51.9% | +41.8% | +51.4% |
| 5Y | +16.4% | +39.0% | -22.6% | -6.0% |
| 10Y | +101.6% | +57.9% | +43.7% | +47.9% |
| All | +2,700.2% | +4,913.3% | -2,213.2% | +796.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling