+77.2%
TGT vs WU
-9.1%
+86.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -5.2% | -3.5% | -1.8% | -4.9% |
| 30D | +1.2% | -2.9% | +4.1% | +1.5% |
| 3M | +18.4% | -2.3% | +20.6% | +17.9% |
| 6M | +33.4% | -25.4% | +58.8% | +37.8% |
| YTD | +63.8% | -21.2% | +85.0% | +67.2% |
| 1Y | +77.2% | -8.9% | +86.0% | +74.7% |
| All | +77.2% | -9.1% | +86.2% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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