+86.2%
SU vs TNA
+37.5%
+48.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.4% | -8.9% | -4.2% |
| 7D | -7.1% | +2.4% | -9.5% | -6.9% |
| 30D | +4.8% | -0.9% | +5.7% | +4.9% |
| 3M | +12.5% | -19.2% | +31.7% | +11.5% |
| 6M | +6.5% | -0.8% | +7.3% | +6.6% |
| YTD | +65.8% | +33.2% | +32.6% | +64.4% |
| 1Y | +86.2% | +38.5% | +47.6% | +83.8% |
| All | +86.2% | +37.5% | +48.7% | +83.8% |
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 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