+3.3%
BLK vs TNA
+70.0%
-66.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.5% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | -1.0% | -4.9% | +3.9% | +0.3% |
| 3M | +10.4% | +0.4% | +10.0% | +9.4% |
| 6M | +8.2% | +32.5% | -24.4% | -2.5% |
| YTD | +6.0% | +53.7% | -47.7% | -8.4% |
| 1Y | +3.3% | +65.1% | -61.8% | -11.9% |
| All | +3.3% | +70.0% | -66.6% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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