+759.5%
TGT vs WCC
+1,563.0%
-803.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | +2.6% | +9.9% | -7.3% | +0.6% |
| 30D | +4.7% | -8.4% | +13.1% | +5.9% |
| 3M | +4.6% | -10.3% | +14.9% | +5.8% |
| 6M | +34.9% | -10.5% | +45.3% | +35.5% |
| YTD | +70.9% | +32.2% | +38.7% | +56.9% |
| 1Y | +84.4% | +25.5% | +58.8% | +70.9% |
| 3Y | +69.1% | +134.7% | -65.6% | +32.8% |
| 5Y | -26.9% | +139.9% | -166.9% | -44.6% |
| 10Y | +207.6% | +433.5% | -225.8% | +81.1% |
| All | +759.5% | +1,563.0% | -803.5% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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