+69.6%
TFC vs OPEN
-70.7%
+140.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | 0.0% |
| 7D | +2.4% | -4.3% | +6.7% | +2.7% |
| 30D | -1.3% | -16.2% | +14.9% | -0.2% |
| 3M | +6.1% | -36.4% | +42.4% | +8.9% |
| 6M | +7.3% | -35.5% | +42.8% | +9.7% |
| YTD | +8.2% | -46.0% | +54.2% | +11.5% |
| 1Y | +14.4% | -47.1% | +61.6% | +14.7% |
| 3Y | +93.7% | -19.0% | +112.7% | +71.8% |
| 5Y | +16.4% | -83.6% | +100.0% | -0.9% |
| All | +69.6% | -70.7% | +140.3% | +32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling