+6,477.2%
TRV vs WEC
+3,978.4%
+2,498.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | -0.1% | -0.3% | +0.1% | 0.0% |
| 30D | -3.4% | -1.3% | -2.1% | -2.9% |
| 3M | +26.4% | -3.9% | +30.3% | +28.6% |
| 6M | +19.3% | -8.3% | +27.6% | +23.8% |
| YTD | +28.3% | +3.1% | +25.3% | +26.3% |
| 1Y | +34.3% | +1.9% | +32.3% | +32.7% |
| 3Y | +140.1% | +41.9% | +98.2% | +103.4% |
| 5Y | +155.7% | +30.8% | +124.9% | +121.0% |
| 10Y | +285.5% | +141.9% | +143.6% | +140.0% |
| All | +6,477.2% | +3,978.4% | +2,498.8% | +1,176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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