+11.4%
WBD vs TGT
+207.4%
-196.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -0.7% | -5.2% | +4.5% | +1.1% |
| 30D | +1.4% | +1.2% | +0.2% | +0.8% |
| 3M | +4.4% | +18.4% | -14.0% | -2.2% |
| 6M | +0.8% | +33.4% | -32.6% | -9.9% |
| YTD | -2.7% | +63.8% | -66.5% | -19.7% |
| 1Y | +73.4% | +77.2% | -3.8% | +38.3% |
| 3Y | +142.1% | +41.8% | +100.4% | +102.2% |
| 5Y | +7.2% | -25.5% | +32.8% | +7.2% |
| All | +11.4% | +207.4% | -196.0% | -23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling