+1,297.6%
TNA vs BLDR
+3,795.7%
-2,498.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.6% | +1.6% |
| 7D | +4.1% | -0.3% | +4.4% | +4.2% |
| 30D | -7.6% | -16.2% | +8.6% | +2.0% |
| 3M | +8.1% | -14.4% | +22.5% | +16.0% |
| 6M | +49.0% | -32.8% | +81.8% | +84.6% |
| YTD | +51.7% | -39.2% | +90.9% | +97.3% |
| 1Y | +59.6% | -57.7% | +117.3% | +157.4% |
| 3Y | +118.9% | -55.3% | +174.2% | +251.0% |
| 5Y | -19.2% | +15.6% | -34.8% | -19.1% |
| 10Y | +77.2% | +359.8% | -282.6% | +0.8% |
| All | +1,297.6% | +3,795.7% | -2,498.0% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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