+84.6%
TGT vs WY
-4.5%
+89.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | 0.0% |
| 7D | +0.8% | -1.7% | +2.5% | +1.4% |
| 30D | +12.2% | -10.1% | +22.3% | +16.5% |
| 3M | +33.8% | -5.1% | +38.9% | +36.3% |
| 6M | +39.3% | -4.8% | +44.1% | +41.3% |
| YTD | +72.9% | -0.2% | +73.1% | +70.9% |
| 1Y | +84.6% | -6.6% | +91.2% | +87.1% |
| All | +84.6% | -4.5% | +89.1% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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