+19.5%
WMB vs TGT
+82.0%
-62.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | +7.8% | +2.6% | +5.2% | +7.9% |
| 30D | -5.1% | +4.7% | -9.8% | -4.7% |
| 3M | -4.7% | +4.6% | -9.3% | -4.3% |
| 6M | -7.4% | +34.9% | -42.3% | -7.3% |
| YTD | +17.5% | +70.9% | -53.4% | +16.3% |
| 1Y | +19.5% | +84.4% | -64.9% | +16.3% |
| All | +19.5% | +82.0% | -62.5% | +16.3% |
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