+197.1%
ABT vs TGT
+207.4%
-10.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | -5.9% | -5.2% | -0.7% | -4.9% |
| 30D | -8.1% | +1.2% | -9.3% | -8.3% |
| 3M | +14.5% | +18.4% | -3.9% | +10.8% |
| 6M | -6.3% | +33.4% | -39.7% | -11.6% |
| YTD | -17.1% | +63.8% | -80.9% | -25.0% |
| 1Y | -21.4% | +77.2% | -98.5% | -30.1% |
| 3Y | +5.9% | +41.8% | -35.9% | -5.2% |
| 5Y | -12.8% | -25.5% | +12.8% | -11.4% |
| All | +197.1% | +207.4% | -10.2% | +118.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling