+38.4%
TRMB vs WCC
+138.4%
-100.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.2% | +2.2% |
| 7D | +4.1% | +3.3% | +0.8% | +2.9% |
| 30D | -5.1% | -9.4% | +4.4% | -2.4% |
| 3M | -2.6% | -10.5% | +7.9% | 0.0% |
| 6M | -2.7% | -10.4% | +7.7% | -0.9% |
| YTD | -27.9% | +34.4% | -62.3% | -37.7% |
| 1Y | -29.0% | +27.7% | -56.7% | -37.5% |
| All | +38.4% | +138.4% | -100.1% | -15.5% |
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 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