+1,423.1%
WM vs TRI
+604.8%
+818.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.7% | +2.6% | -0.5% |
| 7D | +1.2% | -4.8% | +6.0% | +2.6% |
| 30D | +13.1% | +13.4% | -0.3% | +8.2% |
| 3M | +3.6% | +13.1% | -9.5% | -1.4% |
| 6M | +8.1% | +24.4% | -16.3% | -2.1% |
| YTD | +8.9% | -11.4% | +20.3% | +9.3% |
| 1Y | +20.3% | -15.6% | +35.9% | +22.8% |
| 3Y | +46.2% | -6.5% | +52.6% | +41.1% |
| 5Y | +59.9% | +5.3% | +54.6% | +46.4% |
| 10Y | +345.6% | +239.9% | +105.6% | +164.1% |
| All | +1,423.1% | +604.8% | +818.3% | +502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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