+16.4%
AZN vs TGT
+86.7%
-70.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.6% | -2.8% | +1.8% |
| 7D | +11.5% | +9.5% | +2.0% | +9.8% |
| 30D | +20.8% | +6.6% | +14.1% | +19.4% |
| 3M | +21.5% | +11.0% | +10.5% | +19.6% |
| 6M | +3.0% | +29.9% | -26.8% | -0.8% |
| YTD | +3.9% | +71.4% | -67.6% | -1.7% |
| 1Y | +16.4% | +88.6% | -72.2% | +10.4% |
| All | +16.4% | +86.7% | -70.3% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling