+145.7%
TRU vs WCN
+235.9%
-90.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | -2.7% | -3.1% | +0.4% | -0.6% |
| 30D | -2.0% | -3.4% | +1.3% | +0.4% |
| 3M | +18.4% | +3.0% | +15.5% | +16.2% |
| 6M | +8.9% | -3.8% | +12.6% | +11.2% |
| YTD | -8.9% | -8.3% | -0.6% | -4.0% |
| 1Y | -15.9% | -9.7% | -6.1% | -10.5% |
| 3Y | -1.1% | +17.2% | -18.2% | -14.3% |
| 5Y | -35.2% | +25.3% | -60.5% | -47.2% |
| All | +145.7% | +235.9% | -90.2% | +13.9% |
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