+12,981.4%
TDG vs WCC
+504.8%
+12,476.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -3.9% | -2.4% |
| 7D | -0.9% | +8.5% | -9.4% | -3.9% |
| 30D | -6.5% | -1.0% | -5.6% | -6.5% |
| 3M | -5.1% | +2.1% | -7.2% | -6.9% |
| 6M | -11.5% | +36.8% | -48.4% | -23.2% |
| YTD | -13.9% | +47.7% | -61.6% | -27.9% |
| 1Y | -11.5% | +66.5% | -78.0% | -30.0% |
| 3Y | +53.7% | +134.2% | -80.5% | -2.2% |
| 5Y | +135.5% | +231.6% | -96.1% | +22.2% |
| 10Y | +535.2% | +508.1% | +27.1% | +121.9% |
| All | +12,981.4% | +504.8% | +12,476.6% | +3,044.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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