+45.8%
TNA vs INDA
-8.4%
+54.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | -0.6% |
| 7D | -7.3% | -2.7% | -4.6% | -2.8% |
| 30D | -14.2% | -2.8% | -11.4% | -9.9% |
| 3M | -4.6% | +1.6% | -6.2% | -6.7% |
| 6M | +36.9% | -1.4% | +38.3% | +37.8% |
| YTD | +42.5% | -10.1% | +52.7% | +52.1% |
| 1Y | +45.8% | -8.8% | +54.5% | +52.4% |
| All | +45.8% | -8.4% | +54.2% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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