+365.7%
ALAB vs TGT
+6.3%
+359.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.9% | -6.8% |
| 7D | +3.2% | -0.6% | +3.8% | +3.3% |
| 30D | -13.6% | +9.5% | -23.1% | -15.2% |
| 3M | -16.6% | +32.3% | -48.9% | -22.5% |
| 6M | +142.3% | +37.0% | +105.3% | +122.4% |
| YTD | +73.6% | +71.0% | +2.6% | +47.9% |
| 1Y | +33.7% | +85.0% | -51.4% | +10.6% |
| All | +365.7% | +6.3% | +359.4% | +332.4% |
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