-25.6%
TGT vs WU
-51.6%
+26.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -5.0% | -5.0% | -0.1% | -3.6% |
| 30D | +3.0% | -2.3% | +5.3% | +3.7% |
| 3M | +22.6% | -3.2% | +25.8% | +22.0% |
| 6M | +31.2% | -25.0% | +56.2% | +41.7% |
| YTD | +63.7% | -21.7% | +85.4% | +73.5% |
| 1Y | +78.5% | -9.0% | +87.5% | +77.8% |
| 3Y | +40.5% | -28.9% | +69.4% | +49.7% |
| 5Y | -25.6% | -51.0% | +25.4% | -12.8% |
| All | -25.6% | -51.6% | +26.0% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling