+18.4%
WMB vs TGT
+81.4%
-63.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.7% |
| 7D | +8.1% | +2.6% | +5.5% | +8.2% |
| 30D | -6.9% | +6.6% | -13.5% | -6.6% |
| 3M | -5.1% | +5.2% | -10.3% | -4.8% |
| 6M | -5.7% | +35.3% | -41.0% | -5.8% |
| YTD | +18.1% | +70.3% | -52.3% | +16.3% |
| 1Y | +18.4% | +81.2% | -62.7% | +14.9% |
| All | +18.4% | +81.4% | -63.0% | +14.9% |
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