-15.9%
CORZ vs TNA
+32.4%
-48.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.3% | +8.9% |
| 7D | +14.2% | -2.1% | +16.3% | +15.9% |
| 30D | -3.0% | +3.1% | -6.1% | -5.3% |
| 3M | -26.3% | -20.2% | -6.1% | -12.9% |
| 6M | -36.5% | -10.0% | -26.5% | -31.6% |
| YTD | +0.1% | +30.3% | -30.3% | -18.0% |
| 1Y | -15.9% | +31.1% | -47.0% | -30.4% |
| All | -15.9% | +32.4% | -48.3% | -30.4% |
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