+1,285.8%
WDC vs TRU
-1.3%
+1,287.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.1% |
| 7D | -4.3% | -2.7% | -1.6% | -4.0% |
| 30D | -1.5% | -2.0% | +0.6% | -1.5% |
| 3M | -15.5% | +18.4% | -33.9% | -19.7% |
| 6M | +66.5% | +8.9% | +57.6% | +60.4% |
| YTD | +159.9% | -8.9% | +168.8% | +159.6% |
| 1Y | +366.0% | -15.9% | +381.8% | +376.0% |
| 3Y | +1,285.8% | -1.1% | +1,286.9% | +1,270.3% |
| All | +1,285.8% | -1.3% | +1,287.1% | +1,270.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling