+8.3%
DIS vs TGT
+86.7%
-78.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.6% | -1.5% | +3.0% |
| 7D | +9.1% | +9.5% | -0.4% | +7.0% |
| 30D | +14.8% | +6.6% | +8.2% | +13.2% |
| 3M | +21.2% | +11.0% | +10.2% | +18.2% |
| 6M | +18.3% | +29.9% | -11.5% | +11.8% |
| YTD | +5.4% | +71.4% | -66.1% | -7.0% |
| 1Y | +8.3% | +88.6% | -80.3% | -9.5% |
| All | +8.3% | +86.7% | -78.5% | -9.5% |
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