+2,628.6%
TFC vs BEN
+5,130.7%
-2,502.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.3% | -4.4% | -1.3% |
| 7D | +0.3% | +12.2% | -11.9% | -5.6% |
| 30D | +9.2% | +12.1% | -2.9% | +2.7% |
| 3M | -2.9% | +7.3% | -10.2% | -6.7% |
| 6M | +3.5% | +17.9% | -14.4% | -5.6% |
| YTD | +5.4% | +55.4% | -50.0% | -17.0% |
| 1Y | +17.3% | +69.3% | -52.0% | -11.7% |
| 3Y | +96.7% | +82.8% | +13.8% | +39.3% |
| 5Y | -1.1% | +28.8% | -29.9% | -16.7% |
| 10Y | +84.7% | +53.9% | +30.8% | +37.1% |
| All | +2,628.6% | +5,130.7% | -2,502.1% | +752.1% |
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 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