+66.0%
TFC vs OPEN
-71.4%
+137.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -2.0% |
| 7D | +2.2% | +1.0% | +1.3% | +2.2% |
| 30D | -2.5% | -11.9% | +9.4% | -1.7% |
| 3M | +4.5% | -28.8% | +33.3% | +6.6% |
| 6M | +11.0% | -38.6% | +49.6% | +13.8% |
| YTD | +5.9% | -47.3% | +53.2% | +9.3% |
| 1Y | +14.6% | -49.2% | +63.7% | +15.2% |
| 3Y | +96.7% | -18.8% | +115.5% | +74.3% |
| 5Y | +15.6% | -83.6% | +99.2% | -1.4% |
| All | +66.0% | -71.4% | +137.5% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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