+12.5%
WFC vs TGT
+78.3%
-65.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | +0.3% | -5.0% | +5.3% | +1.1% |
| 30D | +2.3% | +3.0% | -0.8% | +1.6% |
| 3M | +9.8% | +22.6% | -12.9% | +5.6% |
| 6M | +15.6% | +31.2% | -15.6% | +9.3% |
| YTD | -2.4% | +63.7% | -66.1% | -12.3% |
| All | +12.5% | +78.3% | -65.8% | -3.6% |
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