+358.3%
DELL vs TNA
+52.8%
+305.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.5% |
| 7D | +8.2% | -7.3% | +15.5% | +11.7% |
| 30D | +17.1% | -14.2% | +31.3% | +24.7% |
| 3M | +45.2% | -4.6% | +49.7% | +48.5% |
| 6M | +286.8% | +36.9% | +249.8% | +247.8% |
| YTD | +354.8% | +42.5% | +312.2% | +299.5% |
| 1Y | +358.3% | +45.8% | +312.5% | +297.0% |
| All | +358.3% | +52.8% | +305.4% | +297.0% |
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