+84.5%
AAPL vs TGT
+39.8%
+44.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.7% | +3.8% |
| 7D | -0.5% | -5.0% | +4.5% | +0.4% |
| 30D | +7.1% | +3.0% | +4.1% | +6.4% |
| 3M | +12.1% | +22.6% | -10.5% | +7.6% |
| 6M | +25.4% | +31.2% | -5.8% | +18.5% |
| YTD | +20.5% | +63.7% | -43.3% | +8.8% |
| 1Y | +44.5% | +78.5% | -34.0% | +27.9% |
| All | +84.5% | +39.8% | +44.8% | +64.3% |
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 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