+65.1%
TNA vs FE
+11.4%
+53.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | -0.1% | +1.9% | -2.0% | 0.0% |
| 30D | -4.9% | -1.2% | -3.7% | -4.9% |
| 3M | +0.4% | +3.5% | -3.1% | +0.3% |
| 6M | +32.5% | -6.1% | +38.6% | +34.6% |
| YTD | +53.7% | +7.6% | +46.1% | +51.0% |
| 1Y | +65.1% | +11.9% | +53.2% | +64.1% |
| All | +65.1% | +11.4% | +53.7% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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