+1,315.3%
AMAT vs TGT
+237.9%
+1,077.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +4.7% | +6.6% | +9.8% |
| 7D | -1.1% | +4.7% | -5.8% | -2.5% |
| 30D | -26.9% | +8.0% | -34.9% | -29.0% |
| 3M | -31.2% | +11.7% | -42.9% | -34.3% |
| 6M | -14.7% | +34.7% | -49.4% | -24.9% |
| YTD | +44.7% | +74.4% | -29.7% | +15.0% |
| 1Y | +62.0% | +89.2% | -27.2% | +24.4% |
| 3Y | +165.0% | +73.4% | +91.6% | +96.9% |
| 5Y | +147.1% | -24.0% | +171.1% | +150.7% |
| 10Y | +1,315.3% | +225.5% | +1,089.8% | +901.9% |
| All | +1,315.3% | +237.9% | +1,077.4% | +901.9% |
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