+32.7%
TNA vs GEN
+152.9%
-120.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -2.7% |
| 7D | +3.7% | +2.0% | +1.7% | +2.3% |
| 30D | +4.4% | +27.7% | -23.3% | -13.0% |
| 3M | -26.7% | +3.3% | -29.9% | -30.6% |
| 6M | -12.8% | +31.8% | -44.6% | -32.5% |
| YTD | +22.7% | +13.5% | +9.2% | +4.2% |
| 1Y | +35.7% | +16.0% | +19.6% | +13.4% |
| 3Y | +134.6% | +70.6% | +64.0% | +54.7% |
| 5Y | -46.0% | +32.1% | -78.1% | -57.7% |
| All | +32.7% | +152.9% | -120.2% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling