+18,229.0%
WDC vs TGT
+6,311.1%
+11,917.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.6% |
| 7D | +6.0% | -0.6% | +6.6% | +6.3% |
| 30D | +9.9% | +9.5% | +0.4% | +5.4% |
| 3M | -9.4% | +32.3% | -41.6% | -20.8% |
| 6M | +94.7% | +37.0% | +57.7% | +67.2% |
| YTD | +177.4% | +71.0% | +106.3% | +115.9% |
| 1Y | +412.6% | +85.0% | +327.6% | +283.6% |
| 3Y | +1,359.8% | +46.8% | +1,312.9% | +1,036.3% |
| 5Y | +992.6% | -22.7% | +1,015.3% | +984.4% |
| 10Y | +1,245.5% | +216.3% | +1,029.2% | +585.1% |
| All | +18,229.0% | +6,311.1% | +11,917.9% | +1,869.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling