+4,162.8%
TRV vs WWD
+15,097.2%
-10,934.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.5% |
| 7D | +0.5% | +0.8% | -0.3% | +0.3% |
| 30D | -4.9% | -6.4% | +1.6% | -3.4% |
| 3M | +23.7% | -5.6% | +29.4% | +24.8% |
| 6M | +20.3% | -9.1% | +29.4% | +21.8% |
| YTD | +27.1% | +12.5% | +14.5% | +21.4% |
| 1Y | +35.3% | +41.3% | -6.0% | +21.6% |
| 3Y | +139.8% | +170.2% | -30.4% | +79.3% |
| 5Y | +153.9% | +192.5% | -38.6% | +82.6% |
| 10Y | +285.9% | +476.9% | -191.0% | +126.0% |
| All | +4,162.8% | +15,097.2% | -10,934.4% | +1,521.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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