-20.6%
TRI vs WCC
+121.8%
-142.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.2% | +1.9% | -1.3% |
| 7D | -14.4% | +1.7% | -16.0% | -14.4% |
| 30D | -8.1% | -6.1% | -2.1% | -8.1% |
| 3M | +17.5% | +3.1% | +14.5% | +17.5% |
| 6M | -5.0% | +28.2% | -33.2% | -7.1% |
| YTD | -24.7% | +41.1% | -65.8% | -27.2% |
| 1Y | -41.5% | +61.3% | -102.8% | -44.2% |
| All | -20.6% | +121.8% | -142.4% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling