+84.6%
TGT vs WST
+37.6%
+47.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +0.8% | +0.7% | 0.0% | +0.7% |
| 30D | +12.2% | -3.1% | +15.3% | +12.6% |
| 3M | +33.8% | +7.2% | +26.6% | +32.5% |
| 6M | +39.3% | +36.8% | +2.5% | +33.5% |
| YTD | +72.9% | +23.8% | +49.0% | +66.4% |
| 1Y | +84.6% | +37.8% | +46.8% | +69.7% |
| All | +84.6% | +37.6% | +47.0% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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