+76.5%
TNA vs IBN
+324.2%
-247.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | -0.7% |
| 7D | -7.3% | -3.0% | -4.3% | -4.5% |
| 30D | -14.2% | -1.5% | -12.7% | -13.0% |
| 3M | -4.6% | +7.9% | -12.5% | -11.4% |
| 6M | +36.9% | +8.6% | +28.3% | +27.5% |
| YTD | +42.5% | -0.6% | +43.1% | +43.9% |
| 1Y | +45.8% | -7.3% | +53.1% | +55.1% |
| 3Y | +104.7% | +26.2% | +78.4% | +61.1% |
| 5Y | -21.7% | +57.8% | -79.5% | -46.5% |
| All | +76.5% | +324.2% | -247.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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