+916.1%
WDC vs TRI
-10.0%
+926.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -2.8% |
| 7D | -4.3% | -7.9% | +3.6% | -5.1% |
| 30D | -1.5% | -4.5% | +3.0% | -1.8% |
| 3M | -15.5% | +22.1% | -37.6% | -15.8% |
| 6M | +66.5% | -2.8% | +69.2% | +71.1% |
| YTD | +159.9% | -23.4% | +183.3% | +188.4% |
| 1Y | +366.0% | -41.5% | +407.5% | +481.0% |
| 3Y | +1,285.8% | -19.2% | +1,305.0% | +1,271.3% |
| All | +916.1% | -10.0% | +926.1% | +740.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling