+76.5%
TNA vs WEC
+146.6%
-70.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -7.3% | -0.6% | -6.7% | -6.8% |
| 30D | -14.2% | -2.6% | -11.5% | -12.5% |
| 3M | -4.6% | -6.0% | +1.5% | -0.3% |
| 6M | +36.9% | -5.4% | +42.3% | +41.5% |
| YTD | +42.5% | +2.5% | +40.1% | +37.5% |
| 1Y | +45.8% | -0.7% | +46.5% | +43.8% |
| 3Y | +104.7% | +38.7% | +65.9% | +49.7% |
| 5Y | -21.7% | +31.7% | -53.4% | -40.0% |
| All | +76.5% | +146.6% | -70.0% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling