+134.6%
TNGX vs SPY
+132.6%
+2.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +6.3% |
| 7D | +7.5% | -0.4% | +7.9% | +8.0% |
| 30D | -13.3% | -1.4% | -11.9% | -11.8% |
| 3M | -24.0% | +3.7% | -27.7% | -26.9% |
| 6M | +45.9% | +13.0% | +32.9% | +28.1% |
| YTD | +170.9% | +12.4% | +158.5% | +138.4% |
| 1Y | +251.9% | +18.5% | +233.4% | +190.4% |
| 3Y | +239.9% | +77.6% | +162.3% | +81.8% |
| 5Y | +53.1% | +81.7% | -28.6% | -22.2% |
| All | +134.6% | +132.6% | +2.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling