+835.0%
TNA vs BUD
+217.8%
+617.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -2.5% |
| 7D | +3.7% | +1.0% | +2.7% | +2.3% |
| 30D | +4.4% | +6.7% | -2.3% | -5.5% |
| 3M | -26.7% | +5.7% | -32.4% | -33.3% |
| 6M | -12.8% | +5.8% | -18.6% | -22.7% |
| YTD | +22.7% | +34.4% | -11.7% | -21.5% |
| 1Y | +35.7% | +33.3% | +2.4% | -12.6% |
| 3Y | +134.6% | +48.8% | +85.8% | +21.3% |
| 5Y | -46.0% | +52.5% | -98.5% | -72.1% |
| 10Y | +38.0% | -4.0% | +42.0% | +38.9% |
| All | +835.0% | +217.8% | +617.2% | +58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling