+84.7%
TFC vs MSCI
+799.4%
-714.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | +0.3% | +1.5% | -1.1% | -0.3% |
| 30D | +9.2% | +14.4% | -5.2% | +3.4% |
| 3M | -2.9% | +15.2% | -18.1% | -8.4% |
| 6M | +3.5% | +11.2% | -7.7% | -1.9% |
| YTD | +5.4% | +13.9% | -8.5% | -2.0% |
| 1Y | +17.3% | +12.5% | +4.8% | +9.6% |
| 3Y | +96.7% | +32.3% | +64.4% | +67.2% |
| 5Y | -1.1% | +4.9% | -6.0% | -9.8% |
| 10Y | +84.7% | +779.7% | -695.0% | -21.4% |
| All | +84.7% | +799.4% | -714.7% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling