+957.3%
TT vs WCN
+235.4%
+721.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.2% |
| 7D | +1.4% | -1.7% | +3.1% | +2.3% |
| 30D | -6.7% | -3.0% | -3.7% | -5.2% |
| 3M | -5.4% | +2.5% | -8.0% | -7.5% |
| 6M | +4.4% | -5.7% | +10.1% | +6.4% |
| YTD | +14.9% | -7.4% | +22.4% | +18.0% |
| 1Y | +9.3% | -8.6% | +17.9% | +12.6% |
| 3Y | +121.7% | +19.4% | +102.4% | +89.8% |
| 5Y | +148.2% | +27.2% | +120.9% | +101.8% |
| 10Y | +957.3% | +238.5% | +718.7% | +444.8% |
| All | +957.3% | +235.4% | +721.8% | +444.8% |
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