+957.1%
WDC vs TGT
-26.4%
+983.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.1% |
| 7D | +4.4% | -5.0% | +9.5% | +5.9% |
| 30D | +5.3% | +3.0% | +2.2% | +4.0% |
| 3M | -5.9% | +22.6% | -28.5% | -12.9% |
| 6M | +73.2% | +31.2% | +42.0% | +56.4% |
| YTD | +167.8% | +63.7% | +104.1% | +123.1% |
| 1Y | +386.0% | +78.5% | +307.5% | +290.7% |
| 3Y | +1,309.7% | +40.5% | +1,269.2% | +1,058.5% |
| 5Y | +957.1% | -25.6% | +982.7% | +1,006.4% |
| All | +957.1% | -26.4% | +983.5% | +1,006.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling