+991.6%
WDC vs TCOM
+25.9%
+965.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +1.7% |
| 7D | +7.5% | -10.2% | +17.6% | +9.8% |
| 30D | +10.1% | -16.8% | +26.9% | +14.1% |
| 3M | -6.8% | -16.7% | +9.9% | -4.1% |
| 6M | +84.1% | -27.1% | +111.2% | +95.4% |
| YTD | +180.3% | -45.5% | +225.8% | +215.8% |
| 1Y | +411.1% | -45.9% | +457.0% | +476.7% |
| 3Y | +1,375.0% | +9.8% | +1,365.2% | +1,273.1% |
| 5Y | +991.6% | +23.8% | +967.8% | +839.8% |
| All | +991.6% | +25.9% | +965.7% | +839.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling