+6,242.0%
TGT vs WEC
+3,978.4%
+2,263.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +0.8% | -0.3% | +1.0% | +0.9% |
| 30D | +12.2% | -1.3% | +13.5% | +12.6% |
| 3M | +33.8% | -3.9% | +37.7% | +35.5% |
| 6M | +39.3% | -8.3% | +47.6% | +43.3% |
| YTD | +72.9% | +3.1% | +69.8% | +70.4% |
| 1Y | +84.6% | +1.9% | +82.6% | +82.4% |
| 3Y | +46.2% | +41.9% | +4.3% | +27.2% |
| 5Y | -21.3% | +30.8% | -52.1% | -30.2% |
| 10Y | +213.5% | +141.9% | +71.6% | +113.2% |
| All | +6,242.0% | +3,978.4% | +2,263.5% | +1,427.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling