+2,106.1%
WDC vs TRGP
+2,231.3%
-125.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.2% |
| 7D | +1.7% | +0.8% | +1.0% | +1.4% |
| 30D | -10.0% | +11.5% | -21.5% | -13.4% |
| 3M | -18.8% | +9.0% | -27.7% | -21.5% |
| 6M | +79.0% | +20.5% | +58.5% | +66.6% |
| YTD | +171.6% | +59.5% | +112.0% | +130.6% |
| 1Y | +417.4% | +77.9% | +339.5% | +321.1% |
| 3Y | +1,251.8% | +253.6% | +998.2% | +779.9% |
| 5Y | +911.7% | +615.5% | +296.2% | +424.2% |
| 10Y | +1,399.6% | +897.1% | +502.5% | +481.7% |
| All | +2,106.1% | +2,231.3% | -125.2% | +411.7% |
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