+214.5%
BAC vs TGT
+205.2%
+9.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | +1.5% | +2.6% | -1.1% | +0.7% |
| 30D | -6.4% | +6.6% | -13.0% | -8.3% |
| 3M | -21.7% | +5.2% | -26.9% | -23.2% |
| 6M | +0.5% | +35.3% | -34.8% | -9.3% |
| YTD | -6.7% | +70.3% | -77.0% | -21.9% |
| 1Y | -4.7% | +81.2% | -85.8% | -21.9% |
| 3Y | +96.1% | +66.9% | +29.1% | +56.9% |
| 5Y | +21.7% | -27.2% | +48.9% | +24.6% |
| All | +214.5% | +205.2% | +9.2% | +103.4% |
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 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