+6,907.4%
WDC vs TNA
+990.0%
+5,917.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.6% |
| 7D | +6.0% | +4.1% | +1.9% | +4.4% |
| 30D | +9.9% | -7.6% | +17.6% | +13.2% |
| 3M | -9.4% | +8.1% | -17.5% | -11.7% |
| 6M | +94.7% | +49.0% | +45.7% | +68.2% |
| YTD | +177.4% | +51.7% | +125.6% | +138.2% |
| 1Y | +412.6% | +59.6% | +353.0% | +326.9% |
| 3Y | +1,359.8% | +118.9% | +1,240.9% | +865.0% |
| 5Y | +992.6% | -19.2% | +1,011.7% | +825.3% |
| 10Y | +1,245.5% | +77.2% | +1,168.3% | +562.5% |
| All | +6,907.4% | +990.0% | +5,917.5% | +956.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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