+65.1%
TNA vs A
+21.7%
+43.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.3% |
| 7D | -0.1% | -1.9% | +1.9% | +1.2% |
| 30D | -4.9% | +6.9% | -11.8% | -9.0% |
| 3M | +0.4% | +9.2% | -8.9% | -5.4% |
| 6M | +32.5% | +25.7% | +6.9% | +12.5% |
| YTD | +53.7% | +11.5% | +42.2% | +44.8% |
| 1Y | +65.1% | +18.4% | +46.7% | +56.4% |
| All | +65.1% | +21.7% | +43.5% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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