+15.7%
TFC vs FE
+4.9%
+10.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.2% | -0.4% | -0.8% | -1.1% |
| 30D | +7.8% | +3.6% | +4.2% | +7.3% |
| 3M | -3.0% | +0.3% | -3.3% | -3.1% |
| 6M | +5.8% | +6.4% | -0.6% | +6.2% |
| YTD | +5.3% | +8.1% | -2.8% | +6.8% |
| 1Y | +15.7% | +4.6% | +11.1% | +16.3% |
| All | +15.7% | +4.9% | +10.7% | +16.3% |
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