+214.8%
TER vs TNA
+50.2%
+164.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -1.1% |
| 7D | +9.4% | -7.6% | +17.0% | +16.2% |
| 30D | -2.4% | -13.6% | +11.2% | +9.3% |
| 3M | +6.5% | +2.8% | +3.7% | +6.4% |
| 6M | +23.2% | +34.5% | -11.3% | +4.3% |
| YTD | +91.5% | +41.0% | +50.4% | +58.3% |
| 1Y | +214.8% | +52.0% | +162.8% | +145.7% |
| All | +214.8% | +50.2% | +164.6% | +145.7% |
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