+1,988.6%
NOW vs TNA
+383.8%
+1,604.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.3% |
| 7D | -5.6% | -2.1% | -3.4% | -5.2% |
| 30D | -26.8% | +3.1% | -29.9% | -28.0% |
| 3M | -19.4% | -20.2% | +0.7% | -14.7% |
| 6M | +12.3% | -10.0% | +22.3% | +12.9% |
| YTD | -32.9% | +30.3% | -63.3% | -41.7% |
| 1Y | -40.3% | +31.1% | -71.4% | -48.5% |
| 3Y | -19.1% | +149.4% | -168.4% | -50.2% |
| 5Y | -24.4% | -42.5% | +18.1% | -31.2% |
| 10Y | +521.8% | +46.7% | +475.1% | +187.5% |
| All | +1,988.6% | +383.8% | +1,604.8% | +521.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling