+38.5%
TNA vs WU
-18.0%
+56.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.4% | -1.0% | +2.7% |
| 7D | +2.4% | +8.2% | -5.8% | 0.0% |
| 30D | -0.9% | +8.0% | -8.9% | -3.4% |
| 3M | -19.2% | -6.6% | -12.6% | -17.8% |
| 6M | -0.8% | -23.3% | +22.4% | +6.5% |
| YTD | +33.2% | -22.4% | +55.6% | +41.6% |
| 1Y | +38.5% | -18.0% | +56.5% | +44.1% |
| All | +38.5% | -18.0% | +56.5% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling