+513.1%
TRI vs WCC
+5,705.8%
-5,192.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | -8.4% | +6.8% | -15.2% | -9.5% |
| 30D | -6.5% | -3.0% | -3.5% | -6.2% |
| 3M | +18.6% | +0.2% | +18.4% | +17.3% |
| 6M | -10.4% | +33.2% | -43.6% | -16.8% |
| YTD | -23.7% | +45.8% | -69.5% | -30.6% |
| 1Y | -42.5% | +68.4% | -110.8% | -49.3% |
| 3Y | -19.3% | +131.1% | -150.4% | -35.8% |
| 5Y | -9.7% | +225.6% | -235.3% | -35.3% |
| 10Y | +194.4% | +534.2% | -339.7% | +66.9% |
| All | +513.1% | +5,705.8% | -5,192.8% | +115.4% |
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