+4,960.6%
TGT vs WWD
+14,675.7%
-9,715.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.5% |
| 7D | +2.6% | +4.0% | -1.3% | +1.7% |
| 30D | +4.7% | +0.4% | +4.3% | +4.3% |
| 3M | +4.6% | -7.9% | +12.5% | +6.1% |
| 6M | +34.9% | -10.6% | +45.5% | +37.0% |
| YTD | +70.9% | +9.4% | +61.5% | +64.4% |
| 1Y | +84.4% | +25.7% | +58.6% | +71.1% |
| 3Y | +69.1% | +148.5% | -79.4% | +31.4% |
| 5Y | -26.9% | +189.5% | -216.4% | -45.9% |
| 10Y | +207.6% | +451.8% | -244.1% | +81.6% |
| All | +4,960.6% | +14,675.7% | -9,715.1% | +1,416.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling