+113.2%
WDC vs TRV
+54.4%
+58.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.5% | -10.3% | -2.8% |
| 7D | -18.3% | +3.9% | -22.2% | -14.5% |
| 30D | -26.7% | +13.5% | -40.1% | -15.1% |
| 3M | -40.9% | +8.9% | -49.8% | -34.1% |
| 6M | -26.8% | +36.8% | -63.5% | +6.4% |
| YTD | +88.2% | +42.7% | +45.5% | +180.2% |
| 1Y | +113.2% | +49.9% | +63.3% | +231.0% |
| All | +113.2% | +54.4% | +58.8% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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