+1,394.6%
WDC vs TRGP
+261.7%
+1,132.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +7.5% | -0.7% | +8.2% | +7.7% |
| 30D | +10.1% | +9.5% | +0.6% | +6.7% |
| 3M | -6.8% | +10.8% | -17.6% | -10.4% |
| 6M | +84.1% | +25.3% | +58.8% | +67.7% |
| YTD | +180.3% | +60.3% | +120.0% | +130.4% |
| 1Y | +411.1% | +84.6% | +326.5% | +290.8% |
| All | +1,394.6% | +261.7% | +1,132.9% | +969.2% |
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