+65.1%
TNA vs FND
-36.4%
+101.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.3% |
| 7D | -0.1% | -5.2% | +5.1% | +3.0% |
| 30D | -4.9% | -19.9% | +15.0% | +8.0% |
| 3M | +0.4% | +2.7% | -2.3% | -4.0% |
| 6M | +32.5% | -21.7% | +54.2% | +51.3% |
| YTD | +53.7% | -17.5% | +71.2% | +65.1% |
| 1Y | +65.1% | -39.3% | +104.4% | +115.3% |
| All | +65.1% | -36.4% | +101.5% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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