+106.1%
TRMB vs WCC
+453.1%
-347.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.2% | +2.0% |
| 7D | +4.1% | +3.3% | +0.8% | +2.6% |
| 30D | -5.1% | -9.4% | +4.4% | -2.0% |
| 3M | -2.6% | -10.5% | +7.9% | +0.3% |
| 6M | -2.7% | -10.4% | +7.7% | -1.1% |
| YTD | -27.9% | +34.4% | -62.3% | -38.0% |
| 1Y | -29.0% | +27.7% | -56.7% | -37.8% |
| 3Y | +35.0% | +137.9% | -103.0% | -11.1% |
| 5Y | -33.9% | +147.0% | -180.9% | -59.5% |
| 10Y | +106.1% | +442.5% | -336.4% | -20.5% |
| All | +106.1% | +453.1% | -347.0% | -20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling