+1,328.4%
WDC vs TRI
-20.3%
+1,348.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.8% |
| 7D | +4.4% | -14.4% | +18.8% | +0.2% |
| 30D | +5.3% | -8.1% | +13.4% | +3.5% |
| 3M | -5.9% | +17.5% | -23.5% | -1.4% |
| 6M | +73.2% | -5.0% | +78.2% | +82.4% |
| YTD | +167.8% | -24.7% | +192.5% | +196.1% |
| 1Y | +386.0% | -41.5% | +427.5% | +481.2% |
| All | +1,328.4% | -20.3% | +1,348.7% | +1,201.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling