+5,376.0%
WMB vs TGT
+6,379.3%
-1,003.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +0.6% | +0.8% | -0.2% | +0.3% |
| 30D | +3.3% | +12.2% | -8.9% | -0.4% |
| 3M | +3.1% | +33.8% | -30.7% | -5.9% |
| 6M | -0.7% | +39.3% | -40.0% | -10.8% |
| YTD | +25.2% | +72.9% | -47.7% | +5.0% |
| 1Y | +32.9% | +84.6% | -51.7% | +8.9% |
| 3Y | +140.6% | +46.2% | +94.3% | +100.7% |
| 5Y | +273.5% | -21.3% | +294.8% | +264.2% |
| 10Y | +334.2% | +213.5% | +120.7% | +151.6% |
| All | +5,376.0% | +6,379.3% | -1,003.3% | +1,225.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling