+1,228.2%
WDC vs TRGP
+868.8%
+359.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | +4.4% | -0.6% | +5.0% | +4.6% |
| 30D | +5.3% | +10.0% | -4.7% | +1.5% |
| 3M | -5.9% | +7.6% | -13.5% | -9.0% |
| 6M | +73.2% | +26.8% | +46.4% | +57.0% |
| YTD | +167.8% | +60.6% | +107.3% | +122.5% |
| 1Y | +386.0% | +82.5% | +303.5% | +282.3% |
| 3Y | +1,309.7% | +265.0% | +1,044.7% | +760.6% |
| 5Y | +957.1% | +645.9% | +311.2% | +397.4% |
| All | +1,228.2% | +868.8% | +359.4% | +396.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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