+33.7%
BABA vs TGT
+48.2%
-14.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -4.8% | +0.8% | -5.5% | -4.9% |
| 30D | -11.9% | +12.2% | -24.1% | -13.6% |
| 3M | -9.3% | +33.8% | -43.1% | -13.6% |
| 6M | -14.2% | +39.3% | -53.5% | -18.9% |
| YTD | -22.0% | +72.9% | -94.9% | -28.8% |
| 1Y | -12.7% | +84.6% | -97.3% | -21.3% |
| All | +33.7% | +48.2% | -14.4% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling