+218.5%
TRU vs WCC
+413.0%
-194.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.5% | -5.3% | -3.6% |
| 7D | -7.2% | +8.5% | -15.7% | -9.7% |
| 30D | -2.8% | -1.0% | -1.8% | -3.0% |
| 3M | +13.0% | +2.1% | +10.9% | +10.2% |
| 6M | +0.7% | +36.8% | -36.1% | -12.1% |
| YTD | -9.0% | +47.7% | -56.7% | -23.2% |
| 1Y | -16.3% | +66.5% | -82.8% | -32.7% |
| 3Y | -1.1% | +134.2% | -135.2% | -32.4% |
| 5Y | -36.0% | +231.6% | -267.6% | -62.5% |
| 10Y | +139.9% | +508.1% | -368.2% | -5.4% |
| All | +218.5% | +413.0% | -194.5% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling