+328.7%
WM vs TRGP
+772.2%
-443.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.2% |
| 7D | -0.5% | -7.2% | +6.7% | +0.3% |
| 30D | +13.3% | -4.2% | +17.5% | +13.7% |
| 3M | +4.4% | +7.0% | -2.6% | +3.3% |
| 6M | +10.8% | +11.2% | -0.4% | +9.1% |
| YTD | +9.1% | +51.1% | -42.0% | +3.6% |
| 1Y | +19.1% | +62.0% | -42.9% | +12.2% |
| 3Y | +45.7% | +248.2% | -202.5% | +24.8% |
| 5Y | +60.4% | +432.4% | -371.9% | +30.1% |
| 10Y | +328.7% | +739.5% | -410.8% | +209.9% |
| All | +328.7% | +772.2% | -443.5% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling