+14.0%
TFC vs FE
+4.7%
+9.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.7% | -0.7% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +8.6% | +3.9% | +4.8% | +8.2% |
| 3M | -4.3% | -0.1% | -4.2% | -4.5% |
| 6M | +5.4% | +6.1% | -0.7% | +5.8% |
| YTD | +4.5% | +8.1% | -3.5% | +6.0% |
| 1Y | +14.0% | +4.4% | +9.6% | +14.6% |
| All | +14.0% | +4.7% | +9.3% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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