+1,297.6%
TNA vs BBWI
+571.7%
+725.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | +1.2% |
| 7D | +4.1% | +1.6% | +2.5% | +2.7% |
| 30D | -7.6% | -6.2% | -1.4% | -5.0% |
| 3M | +8.1% | +4.3% | +3.7% | -0.2% |
| 6M | +49.0% | -7.2% | +56.2% | +44.9% |
| YTD | +51.7% | -3.0% | +54.8% | +39.8% |
| 1Y | +59.6% | -30.8% | +90.4% | +84.0% |
| 3Y | +118.9% | -43.4% | +162.3% | +181.4% |
| 5Y | -19.2% | -66.7% | +47.6% | +57.5% |
| 10Y | +77.2% | -55.7% | +132.9% | +101.5% |
| All | +1,297.6% | +571.7% | +725.9% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling