+6,175.2%
TGT vs WY
+676.8%
+5,498.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.4% | -0.5% |
| 7D | -0.6% | -2.1% | +1.4% | +0.1% |
| 30D | +9.5% | -10.5% | +20.0% | +14.1% |
| 3M | +32.3% | -4.9% | +37.1% | +34.4% |
| 6M | +37.0% | -4.9% | +41.9% | +39.1% |
| YTD | +71.0% | -1.7% | +72.7% | +70.9% |
| 1Y | +85.0% | -9.4% | +94.4% | +90.4% |
| 3Y | +46.8% | -22.3% | +69.1% | +59.0% |
| 5Y | -22.7% | -20.5% | -2.2% | -17.1% |
| 10Y | +216.3% | +4.9% | +211.3% | +178.3% |
| All | +6,175.2% | +676.8% | +5,498.4% | +2,044.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling