+1,239.7%
TNA vs WU
+24.4%
+1,215.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.0% |
| 7D | -3.6% | -4.9% | +1.3% | +2.9% |
| 30D | -10.1% | -1.3% | -8.8% | -9.2% |
| 3M | +2.7% | -3.6% | +6.3% | -1.5% |
| 6M | +38.4% | -24.3% | +62.7% | +81.2% |
| YTD | +45.4% | -21.1% | +66.5% | +76.2% |
| 1Y | +55.9% | -10.3% | +66.3% | +51.8% |
| 3Y | +109.8% | -28.4% | +138.2% | +173.5% |
| 5Y | -22.5% | -51.2% | +28.7% | +71.8% |
| 10Y | +87.5% | -39.6% | +127.2% | +264.1% |
| All | +1,239.7% | +24.4% | +1,215.3% | +516.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling