+113.2%
WDC vs TRI
-22.4%
+135.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.4% | -13.2% | -3.2% |
| 7D | -18.3% | +1.0% | -19.3% | -17.1% |
| 30D | -26.7% | +20.8% | -47.4% | -17.6% |
| 3M | -40.9% | +8.1% | -49.1% | -36.4% |
| 6M | -26.8% | +24.2% | -50.9% | -8.7% |
| YTD | +88.2% | -7.8% | +95.9% | +107.6% |
| 1Y | +113.2% | -16.7% | +129.9% | +116.8% |
| All | +113.2% | -22.4% | +135.6% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling