+95.4%
TRMB vs WCN
+322.1%
-226.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +2.8% | +2.6% | +0.2% | +1.3% |
| 30D | -5.9% | +23.9% | -29.8% | -18.3% |
| 3M | -3.3% | +17.4% | -20.7% | -13.2% |
| 6M | +1.3% | +28.0% | -26.7% | -14.2% |
| YTD | -29.0% | +11.6% | -40.5% | -35.0% |
| 1Y | -27.8% | +16.9% | -44.6% | -36.0% |
| 3Y | +36.3% | +51.6% | -15.3% | -2.4% |
| 5Y | -35.8% | +48.0% | -83.8% | -54.0% |
| All | +95.4% | +322.1% | -226.7% | -12.5% |
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