+1,228.2%
WDC vs TRMB
+118.7%
+1,109.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.5% | -3.9% |
| 7D | +4.4% | -5.4% | +9.8% | +7.8% |
| 30D | +5.3% | -2.0% | +7.3% | +5.6% |
| 3M | -5.9% | +12.3% | -18.3% | -15.5% |
| 6M | +73.2% | -17.6% | +90.9% | +87.9% |
| YTD | +167.8% | -27.5% | +195.3% | +212.8% |
| 1Y | +386.0% | -29.1% | +415.1% | +475.1% |
| 3Y | +1,309.7% | +11.5% | +1,298.2% | +1,108.7% |
| 5Y | +957.1% | -39.5% | +996.6% | +1,220.8% |
| All | +1,228.2% | +118.7% | +1,109.5% | +638.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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