+23.7%
WMB vs TGT
+86.7%
-63.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.6% | -12.0% | -6.0% |
| 7D | -8.6% | +9.5% | -18.1% | -8.2% |
| 30D | -4.2% | +6.6% | -10.8% | -3.8% |
| 3M | -4.4% | +11.0% | -15.4% | -4.1% |
| 6M | -8.7% | +29.9% | -38.5% | -8.8% |
| YTD | +15.4% | +71.4% | -56.1% | +13.2% |
| 1Y | +23.7% | +88.6% | -64.9% | +18.5% |
| All | +23.7% | +86.7% | -63.0% | +18.5% |
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