-27.8%
TRMB vs WCN
+16.4%
-44.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | +2.8% | +2.6% | +0.2% | +2.4% |
| 30D | -5.9% | +23.9% | -29.8% | -10.8% |
| 3M | -3.3% | +17.4% | -20.7% | -7.2% |
| 6M | +1.3% | +28.0% | -26.7% | -3.7% |
| YTD | -29.0% | +11.6% | -40.5% | -30.9% |
| 1Y | -27.8% | +16.9% | -44.6% | -30.4% |
| All | -27.8% | +16.4% | -44.2% | -30.4% |
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