+45.5%
C vs TNA
+50.2%
-4.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.5% | +1.5% |
| 7D | +0.3% | -7.6% | +7.9% | +2.8% |
| 30D | +2.0% | -13.6% | +15.6% | +6.7% |
| 3M | +4.4% | +2.8% | +1.5% | +2.9% |
| 6M | +28.3% | +34.5% | -6.2% | +13.5% |
| YTD | +20.5% | +41.0% | -20.5% | +5.8% |
| 1Y | +45.5% | +52.0% | -6.5% | +26.5% |
| All | +45.5% | +50.2% | -4.7% | +26.5% |
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