+1,297.6%
TNA vs WEC
+806.2%
+491.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -2.5% |
| 7D | +4.1% | +0.8% | +3.3% | +3.0% |
| 30D | -7.6% | +0.3% | -8.0% | -8.4% |
| 3M | +8.1% | -2.9% | +11.0% | +10.4% |
| 6M | +49.0% | -5.9% | +54.9% | +56.7% |
| YTD | +51.7% | +4.1% | +47.6% | +40.6% |
| 1Y | +59.6% | +3.1% | +56.5% | +48.5% |
| 3Y | +118.9% | +40.8% | +78.1% | +34.0% |
| 5Y | -19.2% | +31.7% | -50.9% | -47.6% |
| 10Y | +77.2% | +141.1% | -63.9% | -62.2% |
| All | +1,297.6% | +806.2% | +491.5% | -90.9% |
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