+68.5%
TGT vs WEC
+62.7%
+5.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | +6.6% | +11.0% | -4.4% | +3.4% |
| 3M | +5.2% | +8.6% | -3.4% | +2.6% |
| 6M | +35.3% | +6.2% | +29.2% | +32.7% |
| YTD | +70.3% | +14.3% | +56.0% | +62.8% |
| 1Y | +81.2% | +8.4% | +72.8% | +76.1% |
| All | +68.5% | +62.7% | +5.8% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling