+1,328.4%
WDC vs TGT
+39.8%
+1,288.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.3% |
| 7D | +4.4% | -5.0% | +9.5% | +5.0% |
| 30D | +5.3% | +3.0% | +2.2% | +4.7% |
| 3M | -5.9% | +22.6% | -28.5% | -9.7% |
| 6M | +73.2% | +31.2% | +42.0% | +63.5% |
| YTD | +167.8% | +63.7% | +104.1% | +140.0% |
| 1Y | +386.0% | +78.5% | +307.5% | +325.3% |
| All | +1,328.4% | +39.8% | +1,288.7% | +1,227.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling