+14.0%
TFC vs NDAQ
+25.3%
-11.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +0.1% | +1.7% | -1.6% | -0.2% |
| 30D | +8.6% | +16.2% | -7.6% | +6.0% |
| 3M | -4.3% | +14.0% | -18.3% | -6.4% |
| 6M | +5.4% | +22.3% | -16.8% | +1.8% |
| YTD | +4.5% | +13.0% | -8.5% | -0.1% |
| 1Y | +14.0% | +24.0% | -10.0% | +5.1% |
| All | +14.0% | +25.3% | -11.3% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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