+1,316.1%
TNA vs BEN
+278.4%
+1,037.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -4.8% |
| 7D | -0.1% | +0.2% | -0.3% | -0.7% |
| 30D | -4.9% | -0.5% | -4.4% | -4.5% |
| 3M | +0.4% | +9.7% | -9.3% | -13.9% |
| 6M | +32.5% | +33.9% | -1.4% | -17.3% |
| YTD | +53.7% | +49.0% | +4.7% | -19.3% |
| 1Y | +65.1% | +42.1% | +23.0% | -6.9% |
| 3Y | +98.4% | +51.9% | +46.6% | +4.8% |
| 5Y | -22.5% | +39.0% | -61.5% | -47.5% |
| 10Y | +82.5% | +57.9% | +24.7% | +7.7% |
| All | +1,316.1% | +278.4% | +1,037.7% | +190.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling