+120.7%
WMB vs TGT
+68.2%
+52.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | +1.6% | +0.5% | +1.1% | +1.5% |
| 30D | -7.1% | +6.7% | -13.7% | -7.3% |
| 3M | -4.0% | +8.4% | -12.4% | -4.4% |
| 6M | -5.7% | +40.7% | -46.4% | -7.6% |
| YTD | +17.2% | +72.2% | -55.1% | +13.2% |
| 1Y | +17.2% | +86.2% | -69.0% | +12.6% |
| All | +120.7% | +68.2% | +52.5% | +112.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling