+2,174.7%
TRGP vs WCN
+969.1%
+1,205.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.5% |
| 7D | +0.8% | -0.6% | +1.4% | +1.1% |
| 30D | +11.5% | +0.4% | +11.1% | +11.2% |
| 3M | +9.0% | +7.3% | +1.7% | +4.0% |
| 6M | +20.5% | -2.5% | +23.0% | +21.4% |
| YTD | +59.5% | -5.4% | +64.9% | +62.9% |
| 1Y | +77.9% | -8.5% | +86.4% | +84.7% |
| 3Y | +253.6% | +20.8% | +232.8% | +202.8% |
| 5Y | +615.5% | +30.0% | +585.5% | +477.6% |
| 10Y | +897.1% | +238.4% | +658.7% | +371.6% |
| All | +2,174.7% | +969.1% | +1,205.6% | +430.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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