+45.8%
TNA vs GEN
+5.1%
+40.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.7% |
| 7D | -7.3% | -1.3% | -6.0% | -6.9% |
| 30D | -14.2% | +6.1% | -20.3% | -16.0% |
| 3M | -4.6% | +27.0% | -31.5% | -13.0% |
| 6M | +36.9% | +43.9% | -6.9% | +15.3% |
| YTD | +42.5% | +13.0% | +29.6% | +49.9% |
| 1Y | +45.8% | +4.0% | +41.7% | +72.3% |
| All | +45.8% | +5.1% | +40.7% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling