+1,188.5%
WDC vs TRI
+196.2%
+992.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.3% |
| 7D | -4.3% | -7.9% | +3.6% | -3.0% |
| 30D | -1.5% | -4.5% | +3.0% | -1.3% |
| 3M | -15.5% | +22.1% | -37.6% | -22.8% |
| 6M | +66.5% | -2.8% | +69.2% | +62.4% |
| YTD | +159.9% | -23.4% | +183.3% | +179.2% |
| 1Y | +366.0% | -41.5% | +407.5% | +479.0% |
| 3Y | +1,285.8% | -19.2% | +1,305.0% | +1,249.8% |
| 5Y | +925.6% | -9.4% | +935.0% | +804.3% |
| All | +1,188.5% | +196.2% | +992.3% | +497.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling