+1,394.6%
WDC vs TRMB
+11.9%
+1,382.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +1.9% |
| 7D | +7.5% | -2.9% | +10.4% | +8.5% |
| 30D | +10.1% | -1.8% | +11.8% | +10.2% |
| 3M | -6.8% | +8.4% | -15.2% | -11.9% |
| 6M | +84.1% | -18.5% | +102.7% | +101.1% |
| YTD | +180.3% | -26.7% | +207.0% | +224.3% |
| 1Y | +411.1% | -28.3% | +439.4% | +498.4% |
| All | +1,394.6% | +11.9% | +1,382.7% | +1,367.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling