+285.0%
WMB vs TGT
-25.2%
+310.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.5% |
| 7D | 0.0% | -3.6% | +3.6% | +0.4% |
| 30D | +4.6% | +4.4% | +0.2% | +4.0% |
| 3M | +5.7% | +25.4% | -19.6% | +2.6% |
| 6M | +4.2% | +33.4% | -29.2% | +0.2% |
| YTD | +26.8% | +65.6% | -38.7% | +18.4% |
| 1Y | +34.7% | +80.3% | -45.6% | +24.1% |
| 3Y | +146.8% | +42.1% | +104.7% | +128.3% |
| 5Y | +285.0% | -25.0% | +310.0% | +289.3% |
| All | +285.0% | -25.2% | +310.2% | +289.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling