+916.1%
WDC vs TRV
+162.8%
+753.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.3% |
| 7D | -4.3% | +1.9% | -6.2% | -4.6% |
| 30D | -1.5% | +1.7% | -3.2% | -1.8% |
| 3M | -15.5% | +23.9% | -39.4% | -19.7% |
| 6M | +66.5% | +26.3% | +40.2% | +57.0% |
| YTD | +159.9% | +30.8% | +129.0% | +141.6% |
| 1Y | +366.0% | +36.3% | +329.6% | +325.7% |
| 3Y | +1,285.8% | +145.0% | +1,140.8% | +848.0% |
| All | +916.1% | +162.8% | +753.3% | +565.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling