+31.1%
TNA vs ROIV
+96.8%
-65.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.0% | +1.9% |
| 7D | -2.1% | +9.5% | -11.6% | -5.9% |
| 30D | +3.1% | +21.0% | -17.9% | -5.1% |
| 3M | -20.2% | +18.7% | -38.9% | -26.9% |
| 6M | -10.0% | +44.5% | -54.5% | -26.6% |
| YTD | +30.3% | +92.9% | -62.5% | -8.0% |
| 1Y | +31.1% | +100.2% | -69.1% | -10.2% |
| All | +31.1% | +96.8% | -65.7% | -10.2% |
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