+11,253.4%
WDC vs TRV
+7,258.3%
+3,995.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +2.0% | +10.1% | +10.9% |
| 30D | -18.8% | +6.7% | -25.5% | -21.6% |
| 3M | -39.3% | +9.4% | -48.7% | -42.4% |
| 6M | -40.1% | +37.7% | -77.8% | -50.6% |
| YTD | +71.8% | +40.6% | +31.2% | +38.9% |
| 1Y | +88.5% | +42.4% | +46.0% | +51.1% |
| 3Y | +770.0% | +148.1% | +621.9% | +400.9% |
| 5Y | +549.0% | +181.7% | +367.4% | +243.9% |
| 10Y | +650.3% | +352.6% | +297.7% | +208.9% |
| All | +11,253.4% | +7,258.3% | +3,995.0% | +1,165.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling