+84.6%
TGT vs WSM
+19.9%
+64.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | -0.6% |
| 7D | +0.8% | -3.3% | +4.0% | +2.1% |
| 30D | +12.2% | -8.4% | +20.6% | +16.2% |
| 3M | +33.8% | +9.7% | +24.1% | +28.7% |
| 6M | +39.3% | +16.7% | +22.6% | +30.8% |
| YTD | +72.9% | +28.7% | +44.2% | +54.1% |
| 1Y | +84.6% | +13.7% | +70.9% | +66.7% |
| All | +84.6% | +19.9% | +64.7% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling