+991.6%
WDC vs TRGP
+639.4%
+352.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.4% |
| 7D | +7.5% | -0.7% | +8.2% | +7.7% |
| 30D | +10.1% | +9.5% | +0.6% | +5.7% |
| 3M | -6.8% | +10.8% | -17.6% | -11.6% |
| 6M | +84.1% | +25.3% | +58.8% | +64.3% |
| YTD | +180.3% | +60.3% | +120.0% | +122.9% |
| 1Y | +411.1% | +84.6% | +326.5% | +276.0% |
| 3Y | +1,375.0% | +264.4% | +1,110.6% | +689.1% |
| 5Y | +991.6% | +636.6% | +355.0% | +311.3% |
| All | +991.6% | +639.4% | +352.1% | +311.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling