+957.1%
WDC vs TRU
-36.7%
+993.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | +4.4% | -9.4% | +13.8% | +7.0% |
| 30D | +5.3% | -4.1% | +9.4% | +6.0% |
| 3M | -5.9% | +13.6% | -19.5% | -12.2% |
| 6M | +73.2% | +3.6% | +69.7% | +65.8% |
| YTD | +167.8% | -9.8% | +177.7% | +165.2% |
| 1Y | +386.0% | -13.6% | +399.6% | +385.5% |
| 3Y | +1,309.7% | -2.0% | +1,311.7% | +1,200.1% |
| 5Y | +957.1% | -35.8% | +992.9% | +989.3% |
| All | +957.1% | -36.7% | +993.8% | +989.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling