+1,316.1%
TNA vs GEN
+633.9%
+682.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +2.8% |
| 7D | -0.1% | -1.2% | +1.1% | +1.0% |
| 30D | -4.9% | +10.1% | -15.1% | -14.2% |
| 3M | +0.4% | +16.1% | -15.7% | -15.6% |
| 6M | +32.5% | +38.9% | -6.3% | -10.8% |
| YTD | +53.7% | +14.4% | +39.3% | +24.7% |
| 1Y | +65.1% | +5.9% | +59.2% | +45.7% |
| 3Y | +98.4% | +58.8% | +39.7% | +18.1% |
| 5Y | -22.5% | +24.7% | -47.1% | -42.4% |
| 10Y | +82.5% | +163.1% | -80.5% | -55.1% |
| All | +1,316.1% | +633.9% | +682.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling