+67.2%
SU vs TNA
+52.8%
+14.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | +2.2% | -7.3% | +9.5% | +1.9% |
| 30D | +8.4% | -14.2% | +22.6% | +7.9% |
| 3M | +12.1% | -4.6% | +16.7% | +11.8% |
| 6M | +19.7% | +36.9% | -17.3% | +18.8% |
| YTD | +58.4% | +42.5% | +15.9% | +56.3% |
| 1Y | +67.2% | +45.8% | +21.5% | +64.6% |
| All | +67.2% | +52.8% | +14.4% | +64.6% |
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 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