+33.5%
TRV vs WCN
-9.3%
+42.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.9% |
| 7D | -1.5% | -4.4% | +2.9% | -0.2% |
| 30D | -1.8% | -4.4% | +2.6% | -0.5% |
| 3M | +21.6% | +0.5% | +21.1% | +21.2% |
| 6M | +22.5% | -3.3% | +25.7% | +23.0% |
| YTD | +28.1% | -8.5% | +36.6% | +30.5% |
| All | +33.5% | -9.3% | +42.9% | +38.2% |
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