+723.3%
TGT vs WCC
+1,675.2%
-952.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.5% |
| 7D | -5.0% | +1.7% | -6.7% | -5.4% |
| 30D | +3.0% | -6.1% | +9.1% | +4.2% |
| 3M | +22.6% | +3.1% | +19.5% | +20.9% |
| 6M | +31.2% | +28.2% | +3.0% | +22.6% |
| YTD | +63.7% | +41.1% | +22.6% | +49.6% |
| 1Y | +78.5% | +61.3% | +17.2% | +57.8% |
| 3Y | +40.5% | +123.6% | -83.1% | +12.2% |
| 5Y | -25.6% | +214.8% | -240.4% | -46.3% |
| 10Y | +204.7% | +513.6% | -308.9% | +75.4% |
| All | +723.3% | +1,675.2% | -952.0% | +201.4% |
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