-41.5%
TRI vs WCC
+66.6%
-108.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +2.5% |
| 7D | -7.9% | +1.5% | -9.4% | -7.6% |
| 30D | -4.5% | -2.1% | -2.4% | -4.6% |
| 3M | +22.1% | +3.8% | +18.3% | +24.6% |
| 6M | -2.8% | +35.0% | -37.7% | -1.3% |
| YTD | -23.4% | +46.4% | -69.8% | -23.2% |
| 1Y | -41.5% | +63.0% | -104.5% | -40.9% |
| All | -41.5% | +66.6% | -108.1% | -40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling