+140.0%
WBD vs TGT
+84.5%
+55.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -1.8% | +0.8% | -2.6% | -1.9% |
| 30D | +8.8% | +12.2% | -3.4% | +8.0% |
| 3M | +4.6% | +33.8% | -29.2% | +2.7% |
| 6M | +1.1% | +39.3% | -38.2% | -1.1% |
| YTD | -2.0% | +72.9% | -74.8% | -6.5% |
| 1Y | +140.0% | +84.6% | +55.5% | +117.3% |
| All | +140.0% | +84.5% | +55.5% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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