+113.2%
WDC vs TGT
+86.7%
+26.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.6% | -12.4% | -4.7% |
| 7D | -18.3% | +9.5% | -27.8% | -15.4% |
| 30D | -26.7% | +6.6% | -33.3% | -24.4% |
| 3M | -40.9% | +11.0% | -51.9% | -38.4% |
| 6M | -26.8% | +29.9% | -56.6% | -22.4% |
| YTD | +88.2% | +71.4% | +16.7% | +89.4% |
| 1Y | +113.2% | +88.6% | +24.6% | +112.8% |
| All | +113.2% | +86.7% | +26.5% | +112.8% |
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