+15.6%
TFC vs WU
-51.1%
+66.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.1% |
| 7D | +2.2% | -0.8% | +3.1% | +2.6% |
| 30D | -2.5% | -1.1% | -1.4% | -2.1% |
| 3M | +4.5% | -1.8% | +6.4% | +3.3% |
| 6M | +11.0% | -23.9% | +34.9% | +22.4% |
| YTD | +5.9% | -20.4% | +26.3% | +14.0% |
| 1Y | +14.6% | -10.6% | +25.1% | +15.7% |
| 3Y | +96.7% | -27.7% | +124.5% | +115.0% |
| 5Y | +15.6% | -51.1% | +66.7% | +48.2% |
| All | +15.6% | -51.1% | +66.7% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling