+380.3%
WDC vs TRV
+36.9%
+343.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -5.0% | -3.8% |
| 7D | +4.4% | -1.5% | +5.9% | +2.9% |
| 30D | +5.3% | -1.8% | +7.1% | +3.5% |
| 3M | -5.9% | +21.6% | -27.5% | +17.5% |
| 6M | +73.2% | +22.5% | +50.8% | +122.1% |
| YTD | +167.8% | +28.1% | +139.7% | +258.4% |
| All | +380.3% | +36.9% | +343.4% | +598.3% |
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