+770.0%
WDC vs TRGP
+274.3%
+495.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.1% |
| 7D | +12.1% | +12.4% | -0.3% | +7.6% |
| 30D | -18.8% | +2.6% | -21.4% | -19.3% |
| 3M | -39.3% | +11.9% | -51.2% | -41.5% |
| 6M | -40.1% | +13.9% | -54.0% | -43.1% |
| YTD | +71.8% | +64.2% | +7.6% | +38.9% |
| 1Y | +88.5% | +78.5% | +10.0% | +46.2% |
| 3Y | +770.0% | +272.9% | +497.1% | +492.5% |
| All | +770.0% | +274.3% | +495.7% | +492.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling