+45.8%
TNA vs WU
-9.1%
+54.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -7.3% | -3.5% | -3.8% | -6.3% |
| 30D | -14.2% | -2.9% | -11.2% | -13.5% |
| 3M | -4.6% | -2.3% | -2.3% | -6.4% |
| 6M | +36.9% | -25.4% | +62.3% | +47.8% |
| YTD | +42.5% | -21.2% | +63.8% | +50.9% |
| 1Y | +45.8% | -8.9% | +54.6% | +40.1% |
| All | +45.8% | -9.1% | +54.8% | +40.1% |
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