+293.4%
WBD vs TGT
+367.4%
-74.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.4% | +0.5% |
| 7D | -1.7% | -3.6% | +1.9% | -0.3% |
| 30D | +3.9% | +4.4% | -0.5% | +2.0% |
| 3M | +5.1% | +25.4% | -20.3% | -4.3% |
| 6M | +0.6% | +33.4% | -32.8% | -11.1% |
| YTD | -3.2% | +65.6% | -68.7% | -21.8% |
| 1Y | +127.7% | +80.3% | +47.4% | +76.9% |
| 3Y | +146.6% | +42.1% | +104.4% | +103.0% |
| 5Y | +4.2% | -25.0% | +29.2% | +7.1% |
| 10Y | +13.7% | +208.2% | -194.5% | -37.3% |
| All | +293.4% | +367.4% | -74.0% | +54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling