+1,029.9%
TNA vs WEC
+903.5%
+126.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -2.1% |
| 7D | +3.7% | +2.3% | +1.4% | +1.1% |
| 30D | +4.4% | +11.1% | -6.7% | -8.3% |
| 3M | -26.7% | +8.4% | -35.1% | -34.0% |
| 6M | -12.8% | +7.5% | -20.3% | -21.9% |
| YTD | +22.7% | +15.3% | +7.3% | +0.1% |
| 1Y | +35.7% | +9.7% | +25.9% | +17.2% |
| 3Y | +134.6% | +64.7% | +69.9% | +17.8% |
| 5Y | -46.0% | +57.3% | -103.2% | -71.8% |
| 10Y | +38.0% | +195.9% | -157.8% | -78.4% |
| All | +1,029.9% | +903.5% | +126.4% | -93.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling