+108.8%
TNA vs BUD
+44.4%
+64.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -2.0% | -2.8% |
| 7D | -3.6% | -1.3% | -2.3% | -2.7% |
| 30D | -10.1% | -6.1% | -3.9% | -6.5% |
| 3M | +2.7% | -3.8% | +6.5% | +4.3% |
| 6M | +38.4% | +8.2% | +30.2% | +29.5% |
| YTD | +45.4% | +23.6% | +21.9% | +23.0% |
| 1Y | +55.9% | +33.4% | +22.5% | +24.1% |
| All | +108.8% | +44.4% | +64.3% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling