+4,034.0%
RCL vs TNA
+1,004.3%
+3,029.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.5% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | -19.0% | -4.9% | -14.1% | -17.2% |
| 3M | -9.6% | +0.4% | -10.0% | -10.5% |
| 6M | -6.7% | +32.5% | -39.2% | -19.9% |
| YTD | -3.9% | +53.7% | -57.6% | -24.0% |
| 1Y | -25.1% | +65.1% | -90.2% | -43.9% |
| 3Y | +179.1% | +98.4% | +80.7% | +62.8% |
| 5Y | +243.3% | -22.5% | +265.8% | +179.0% |
| 10Y | +325.8% | +82.5% | +243.2% | +70.1% |
| All | +4,034.0% | +1,004.3% | +3,029.6% | +223.8% |
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