+143.3%
DELL vs TNA
+37.5%
+105.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.4% | -13.2% | -10.8% |
| 7D | -24.6% | +2.4% | -27.0% | -25.4% |
| 30D | -32.5% | -0.9% | -31.6% | -32.3% |
| 3M | -20.2% | -19.2% | -1.0% | -12.6% |
| 6M | +76.5% | -0.8% | +77.3% | +78.0% |
| YTD | +198.9% | +33.2% | +165.7% | +166.3% |
| 1Y | +143.3% | +38.5% | +104.8% | +112.3% |
| All | +143.3% | +37.5% | +105.9% | +112.3% |
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