+6,149.1%
TGT vs WEC
+4,422.7%
+1,726.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.6% | -0.7% | +3.3% | +2.9% |
| 30D | +6.6% | +11.0% | -4.4% | +2.7% |
| 3M | +5.2% | +8.6% | -3.4% | +2.1% |
| 6M | +35.3% | +6.2% | +29.2% | +32.3% |
| YTD | +70.3% | +14.3% | +56.0% | +61.8% |
| 1Y | +81.2% | +8.4% | +72.8% | +75.4% |
| 3Y | +66.9% | +62.9% | +4.1% | +38.3% |
| 5Y | -27.2% | +55.8% | -83.0% | -39.2% |
| 10Y | +206.6% | +193.2% | +13.4% | +94.8% |
| All | +6,149.1% | +4,422.7% | +1,726.4% | +1,350.9% |
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