+4,770.1%
DELL vs TGT
+211.7%
+4,558.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +2.9% | +2.1% |
| 7D | +25.6% | -0.6% | +26.3% | +25.8% |
| 30D | +17.7% | +9.5% | +8.1% | +14.5% |
| 3M | +33.4% | +32.3% | +1.2% | +22.3% |
| 6M | +266.2% | +37.0% | +229.2% | +230.7% |
| YTD | +328.0% | +71.0% | +257.0% | +260.3% |
| 1Y | +339.6% | +85.0% | +254.6% | +260.8% |
| 3Y | +694.6% | +46.8% | +647.8% | +573.1% |
| 5Y | +1,122.0% | -22.7% | +1,144.7% | +1,112.3% |
| 10Y | +4,062.5% | +216.3% | +3,846.2% | +3,216.4% |
| All | +4,770.1% | +211.7% | +4,558.4% | +3,791.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling