+45.8%
TNA vs RGEN
+38.7%
+7.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.9% |
| 7D | -7.3% | -1.4% | -5.8% | -6.5% |
| 30D | -14.2% | -0.3% | -13.9% | -14.2% |
| 3M | -4.6% | +23.9% | -28.5% | -16.7% |
| 6M | +36.9% | +38.5% | -1.6% | +9.1% |
| YTD | +42.5% | +0.8% | +41.7% | +41.6% |
| 1Y | +45.8% | +38.2% | +7.6% | +25.6% |
| All | +45.8% | +38.7% | +7.1% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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