+1,239.7%
TNA vs WPM
+6,437.9%
-5,198.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.6% |
| 7D | -3.6% | +3.9% | -7.5% | -5.3% |
| 30D | -10.1% | +17.7% | -27.7% | -16.9% |
| 3M | +2.7% | +39.4% | -36.7% | -12.6% |
| 6M | +38.4% | +6.4% | +32.0% | +33.3% |
| YTD | +45.4% | +34.0% | +11.5% | +25.2% |
| 1Y | +55.9% | +50.5% | +5.4% | +26.6% |
| 3Y | +109.8% | +280.3% | -170.5% | +9.8% |
| 5Y | -22.5% | +266.3% | -288.8% | -59.2% |
| 10Y | +87.5% | +550.8% | -463.3% | -32.7% |
| All | +1,239.7% | +6,437.9% | -5,198.2% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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