+52.0%
TNA vs ROIV
+203.5%
-151.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -2.2% |
| 7D | -7.6% | +19.0% | -26.6% | -15.1% |
| 30D | -13.6% | +16.1% | -29.8% | -19.8% |
| 3M | +2.8% | +44.1% | -41.3% | -14.8% |
| 6M | +34.5% | +37.8% | -3.3% | +12.8% |
| YTD | +41.0% | +88.7% | -47.6% | +2.2% |
| 1Y | +52.0% | +197.3% | -145.3% | -7.2% |
| All | +52.0% | +203.5% | -151.5% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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