+203.6%
TGT vs WEC
+146.6%
+57.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.2% | -0.6% | -4.7% | -5.1% |
| 30D | +1.2% | -2.6% | +3.8% | +1.9% |
| 3M | +18.4% | -6.0% | +24.4% | +20.5% |
| 6M | +33.4% | -5.4% | +38.9% | +35.4% |
| YTD | +63.8% | +2.5% | +61.3% | +62.1% |
| 1Y | +77.2% | -0.7% | +77.9% | +76.9% |
| 3Y | +41.8% | +38.7% | +3.1% | +26.7% |
| 5Y | -25.5% | +31.7% | -57.2% | -32.8% |
| All | +203.6% | +146.6% | +57.0% | +182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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