+65.3%
TFC vs OPEN
-86.9%
+152.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.9% |
| 7D | +0.3% | -21.7% | +22.0% | +1.8% |
| 30D | +9.2% | -36.5% | +45.6% | +12.1% |
| 3M | -2.9% | -59.5% | +56.6% | +2.7% |
| 6M | +3.5% | -71.9% | +75.4% | +11.7% |
| YTD | +5.4% | -75.8% | +81.2% | +14.3% |
| 1Y | +17.3% | -78.5% | +95.8% | +27.4% |
| 3Y | +96.7% | -30.2% | +126.9% | +74.8% |
| 5Y | -1.1% | -93.3% | +92.2% | -11.4% |
| All | +65.3% | -86.9% | +152.2% | +35.7% |
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