+203.6%
TGT vs WCN
+235.9%
-32.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -5.2% | -3.1% | -2.1% | -3.8% |
| 30D | +1.2% | -3.4% | +4.6% | +2.8% |
| 3M | +18.4% | +3.0% | +15.4% | +16.8% |
| 6M | +33.4% | -3.8% | +37.2% | +35.1% |
| YTD | +63.8% | -8.3% | +72.1% | +69.0% |
| 1Y | +77.2% | -9.7% | +86.9% | +83.8% |
| 3Y | +41.8% | +17.2% | +24.6% | +25.5% |
| 5Y | -25.5% | +25.3% | -50.8% | -36.9% |
| All | +203.6% | +235.9% | -32.3% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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