+108.8%
TNA vs GEN
+57.6%
+51.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -4.0% | -4.0% |
| 7D | -3.6% | -2.9% | -0.7% | -1.4% |
| 30D | -10.1% | +2.1% | -12.1% | -12.0% |
| 3M | +2.7% | +19.7% | -17.0% | -12.9% |
| 6M | +38.4% | +33.3% | +5.1% | +3.4% |
| YTD | +45.4% | +11.1% | +34.3% | +30.5% |
| 1Y | +55.9% | +3.0% | +52.9% | +52.8% |
| All | +108.8% | +57.6% | +51.1% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling