+16.0%
TFC vs SPXU
-36.3%
+52.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.6% | -0.4% |
| 7D | -2.4% | +2.5% | -4.9% | -1.8% |
| 30D | -3.4% | +4.2% | -7.5% | -2.4% |
| 3M | +0.4% | -9.3% | +9.7% | -1.5% |
| 6M | +12.7% | -30.7% | +43.4% | +2.5% |
| YTD | +5.6% | -28.1% | +33.7% | -2.4% |
| 1Y | +16.0% | -35.2% | +51.3% | +7.3% |
| All | +16.0% | -36.3% | +52.3% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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