+65.1%
TNA vs SEI
+105.8%
-40.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.7% | -0.5% |
| 7D | -0.1% | +10.2% | -10.3% | -3.6% |
| 30D | -4.9% | -1.0% | -3.9% | -5.0% |
| 3M | +0.4% | -27.9% | +28.3% | +10.8% |
| 6M | +32.5% | +10.4% | +22.1% | +22.3% |
| YTD | +53.7% | +20.1% | +33.6% | +35.4% |
| 1Y | +65.1% | +109.7% | -44.6% | +29.7% |
| All | +65.1% | +105.8% | -40.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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