+191.1%
TRI vs WCN
+235.9%
-44.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -7.9% | -3.1% | -4.8% | -6.2% |
| 30D | -4.5% | -3.4% | -1.1% | -2.5% |
| 3M | +22.1% | +3.0% | +19.1% | +20.8% |
| 6M | -2.8% | -3.8% | +1.0% | -0.6% |
| YTD | -23.4% | -8.3% | -15.1% | -19.6% |
| 1Y | -41.5% | -9.7% | -31.8% | -38.2% |
| 3Y | -19.2% | +17.2% | -36.4% | -26.2% |
| 5Y | -9.4% | +25.3% | -34.7% | -20.9% |
| All | +191.1% | +235.9% | -44.8% | +82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling