+292.2%
RCL vs TNA
-46.7%
+338.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.8% |
| 7D | -1.2% | +3.7% | -4.9% | -2.9% |
| 30D | +17.8% | +4.4% | +13.5% | +14.9% |
| 3M | +4.9% | -26.7% | +31.6% | +18.6% |
| 6M | +23.7% | -12.8% | +36.6% | +28.6% |
| YTD | +17.8% | +22.7% | -4.8% | +4.2% |
| 1Y | +28.9% | +35.7% | -6.7% | +8.5% |
| 3Y | +241.9% | +134.6% | +107.3% | +90.2% |
| All | +292.2% | -46.7% | +338.9% | +320.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling