-31.0%
TRMB vs WCN
+16.1%
-47.1%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +2.8% | -20.1% | -17.8% |
| 7D | -15.7% | +6.7% | -22.4% | -17.0% |
| 30D | -7.8% | +24.3% | -32.1% | -12.9% |
| 3M | -9.3% | +16.1% | -25.4% | -12.8% |
| 6M | -20.8% | +19.9% | -40.8% | -24.1% |
| YTD | -30.8% | +10.1% | -40.9% | -32.3% |
| 1Y | -31.0% | +14.4% | -45.4% | -33.3% |
| All | -31.0% | +16.1% | -47.1% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling