+337.5%
AMD vs TGT
-21.2%
+358.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.6% |
| 7D | +2.6% | +0.8% | +1.8% | +2.3% |
| 30D | -0.9% | +12.2% | -13.1% | -5.2% |
| 3M | -8.7% | +33.8% | -42.5% | -19.0% |
| 6M | +136.3% | +39.3% | +97.0% | +105.4% |
| YTD | +123.0% | +72.9% | +50.1% | +76.6% |
| 1Y | +195.2% | +84.6% | +110.6% | +127.1% |
| 3Y | +336.3% | +46.2% | +290.1% | +242.0% |
| All | +337.5% | -21.2% | +358.8% | +358.4% |
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