-22.5%
TNA vs GEN
+21.5%
-44.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.6% |
| 7D | -7.6% | -4.3% | -3.3% | -4.2% |
| 30D | -13.6% | +3.8% | -17.4% | -16.8% |
| 3M | +2.8% | +22.3% | -19.4% | -15.2% |
| 6M | +34.5% | +39.0% | -4.4% | -4.6% |
| YTD | +41.0% | +11.9% | +29.1% | +22.3% |
| 1Y | +52.0% | +4.5% | +47.5% | +41.8% |
| 3Y | +103.5% | +59.0% | +44.5% | +33.5% |
| 5Y | -22.5% | +22.0% | -44.5% | -39.0% |
| All | -22.5% | +21.5% | -44.0% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling