+38.5%
TNA vs BN
-3.9%
+42.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.1% | -1.7% | -2.7% |
| 7D | +2.4% | +12.0% | -9.6% | -11.1% |
| 30D | -0.9% | +17.0% | -17.9% | -18.5% |
| 3M | -19.2% | -3.2% | -16.0% | -16.0% |
| 6M | -0.8% | -3.9% | +3.0% | +4.3% |
| YTD | +33.2% | -5.6% | +38.8% | +36.1% |
| 1Y | +38.5% | -4.7% | +43.3% | +39.4% |
| All | +38.5% | -3.9% | +42.4% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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