+2,640.5%
TFC vs SU
+60,758.6%
-58,118.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.1% |
| 7D | +2.2% | -1.0% | +3.2% | +2.2% |
| 30D | -2.5% | +13.7% | -16.2% | -2.5% |
| 3M | +4.5% | +8.0% | -3.5% | +4.5% |
| 6M | +11.0% | +21.0% | -10.0% | +10.9% |
| YTD | +5.9% | +56.2% | -50.4% | +5.8% |
| 1Y | +14.6% | +72.2% | -57.6% | +14.5% |
| 3Y | +96.7% | +118.1% | -21.4% | +96.5% |
| 5Y | +15.6% | +350.3% | -334.7% | +15.3% |
| 10Y | +98.6% | +248.5% | -149.9% | +98.2% |
| All | +2,640.5% | +60,758.6% | -58,118.1% | +2,604.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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