+366.0%
WDC vs TRU
-13.7%
+379.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -2.6% |
| 7D | -4.3% | -2.7% | -1.6% | -5.3% |
| 30D | -1.5% | -2.0% | +0.6% | -1.9% |
| 3M | -15.5% | +18.4% | -33.9% | -10.9% |
| 6M | +66.5% | +8.9% | +57.6% | +73.3% |
| YTD | +159.9% | -8.9% | +168.8% | +161.7% |
| 1Y | +366.0% | -15.9% | +381.8% | +366.1% |
| All | +366.0% | -13.7% | +379.6% | +366.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling