+1,295.7%
WDC vs TRGP
+2,299.4%
-1,003.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.1% |
| 7D | +12.1% | +12.4% | -0.3% | +8.1% |
| 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% | -43.0% |
| YTD | +71.8% | +64.2% | +7.6% | +44.8% |
| 1Y | +88.5% | +78.5% | +10.0% | +54.3% |
| 3Y | +770.0% | +272.9% | +497.1% | +459.5% |
| 5Y | +549.0% | +510.7% | +38.3% | +253.8% |
| 10Y | +650.3% | +821.0% | -170.7% | +197.1% |
| All | +1,295.7% | +2,299.4% | -1,003.7% | +221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling