+38.4%
TNA vs SUNB
-0.8%
+39.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.9% | -10.1% | -7.1% |
| 7D | -3.6% | +9.4% | -13.0% | -8.3% |
| 30D | -10.1% | -6.9% | -3.2% | -6.6% |
| 3M | +2.7% | -11.3% | +14.0% | +9.2% |
| 6M | +38.4% | -1.8% | +40.2% | +37.1% |
| All | +38.4% | -0.8% | +39.2% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling