+19,911.1%
WDC vs TRI
+518.6%
+19,392.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.5% | +8.6% | +5.1% |
| 7D | +6.0% | -7.1% | +13.1% | +9.0% |
| 30D | +9.9% | -2.3% | +12.3% | +9.4% |
| 3M | -9.4% | +19.6% | -29.0% | -22.9% |
| 6M | +94.7% | -8.7% | +103.4% | +85.5% |
| YTD | +177.4% | -22.3% | +199.6% | +180.0% |
| 1Y | +412.6% | -40.7% | +453.3% | +504.3% |
| 3Y | +1,359.8% | -17.8% | +1,377.5% | +1,257.0% |
| 5Y | +992.6% | -8.5% | +1,001.1% | +833.6% |
| 10Y | +1,245.5% | +192.6% | +1,052.9% | +425.0% |
| All | +19,911.1% | +518.6% | +19,392.5% | +4,162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling