+770.0%
WDC vs TRV
+149.8%
+620.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +2.0% | +10.1% | +12.5% |
| 30D | -18.8% | +6.7% | -25.5% | -17.6% |
| 3M | -39.3% | +9.4% | -48.7% | -38.1% |
| 6M | -40.1% | +37.7% | -77.8% | -38.1% |
| YTD | +71.8% | +40.6% | +31.2% | +77.1% |
| 1Y | +88.5% | +42.4% | +46.0% | +94.0% |
| 3Y | +770.0% | +148.1% | +621.9% | +742.7% |
| All | +770.0% | +149.8% | +620.1% | +742.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling