+417.4%
WDC vs TGT
+84.5%
+332.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.9% |
| 7D | +1.7% | +0.8% | +1.0% | +2.0% |
| 30D | -10.0% | +12.2% | -22.1% | -6.6% |
| 3M | -18.8% | +33.8% | -52.5% | -14.3% |
| 6M | +79.0% | +39.3% | +39.7% | +88.8% |
| YTD | +171.6% | +72.9% | +98.7% | +187.6% |
| 1Y | +417.4% | +84.6% | +332.8% | +433.3% |
| All | +417.4% | +84.5% | +332.9% | +433.3% |
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