+149.0%
WMB vs TGT
+46.0%
+103.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.3% | +2.3% |
| 7D | +0.8% | -0.6% | +1.4% | +0.8% |
| 30D | +7.7% | +9.5% | -1.8% | +7.1% |
| 3M | +6.7% | +32.3% | -25.6% | +4.7% |
| 6M | +3.6% | +37.0% | -33.4% | +1.4% |
| YTD | +28.0% | +71.0% | -43.0% | +23.1% |
| 1Y | +37.6% | +85.0% | -47.4% | +31.4% |
| 3Y | +149.0% | +46.8% | +102.2% | +143.0% |
| All | +149.0% | +46.0% | +103.0% | +143.0% |
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