+65.1%
TNA vs SIRI
+28.3%
+36.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.8% |
| 7D | -0.1% | +1.6% | -1.7% | -0.8% |
| 30D | -4.9% | -4.7% | -0.2% | -3.2% |
| 3M | +0.4% | +5.3% | -4.9% | -2.4% |
| 6M | +32.5% | +30.5% | +2.0% | +19.4% |
| YTD | +53.7% | +49.6% | +4.1% | +29.3% |
| 1Y | +65.1% | +28.5% | +36.6% | +51.3% |
| All | +65.1% | +28.3% | +36.8% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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