+1,707.5%
AMAT vs TGT
+208.0%
+1,499.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | +0.3% |
| 7D | +6.9% | -3.6% | +10.5% | +8.3% |
| 30D | -10.1% | +4.4% | -14.5% | -11.7% |
| 3M | -6.0% | +25.4% | -31.3% | -14.5% |
| 6M | +38.6% | +33.4% | +5.3% | +22.8% |
| YTD | +83.1% | +65.6% | +17.5% | +48.6% |
| 1Y | +188.3% | +80.3% | +108.1% | +125.7% |
| 3Y | +225.3% | +42.1% | +183.2% | +162.3% |
| 5Y | +262.0% | -25.0% | +287.0% | +269.4% |
| 10Y | +1,707.5% | +208.2% | +1,499.3% | +1,180.6% |
| All | +1,707.5% | +208.0% | +1,499.4% | +1,180.6% |
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