+15.6%
TFC vs NDAQ
+55.5%
-39.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.2% |
| 7D | +2.2% | -2.6% | +4.8% | +3.5% |
| 30D | -2.5% | +0.5% | -3.0% | -2.8% |
| 3M | +4.5% | +9.9% | -5.4% | -1.0% |
| 6M | +11.0% | +8.2% | +2.8% | +5.3% |
| YTD | +5.9% | -1.5% | +7.4% | +5.0% |
| 1Y | +14.6% | +1.3% | +13.3% | +11.4% |
| 3Y | +96.7% | +92.6% | +4.1% | +31.0% |
| 5Y | +15.6% | +53.8% | -38.2% | -18.7% |
| All | +15.6% | +55.5% | -39.9% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling