+77.2%
TGT vs WST
+35.4%
+41.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -5.2% | +1.8% | -7.1% | -5.5% |
| 30D | +1.2% | -1.7% | +2.9% | +1.4% |
| 3M | +18.4% | +4.9% | +13.5% | +17.5% |
| 6M | +33.4% | +45.5% | -12.1% | +26.8% |
| YTD | +63.8% | +26.1% | +37.7% | +57.3% |
| 1Y | +77.2% | +31.7% | +45.5% | +65.1% |
| All | +77.2% | +35.4% | +41.8% | +65.1% |
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