+76.5%
TNA vs BEN
+56.6%
+19.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -7.3% | -3.1% | -4.2% | -3.0% |
| 30D | -14.2% | +0.2% | -14.3% | -14.5% |
| 3M | -4.6% | +6.8% | -11.4% | -13.9% |
| 6M | +36.9% | +38.1% | -1.2% | -13.8% |
| YTD | +42.5% | +44.3% | -1.8% | -16.2% |
| 1Y | +45.8% | +42.6% | +3.2% | -12.8% |
| 3Y | +104.7% | +52.3% | +52.3% | +17.3% |
| 5Y | -21.7% | +37.6% | -59.3% | -41.7% |
| All | +76.5% | +56.6% | +19.9% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling