+16.2%
TFC vs SPMO
+11.2%
+5.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.4% |
| 7D | +2.3% | +6.3% | -4.1% | +1.6% |
| 30D | +10.8% | -8.9% | +19.7% | +11.7% |
| 3M | -3.8% | -13.2% | +9.5% | -2.4% |
| 6M | +9.6% | -9.3% | +18.8% | +8.1% |
| YTD | +5.8% | +11.6% | -5.8% | -6.6% |
| 1Y | +16.2% | +13.4% | +2.8% | +2.4% |
| All | +16.2% | +11.2% | +5.0% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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