+422.4%
GE vs TGT
-26.4%
+448.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -2.8% | -5.0% | +2.3% | -1.9% |
| 30D | -11.9% | +3.0% | -15.0% | -12.5% |
| 3M | +1.8% | +22.6% | -20.8% | -2.3% |
| 6M | -0.6% | +31.2% | -31.8% | -6.1% |
| YTD | +5.5% | +63.7% | -58.2% | -4.7% |
| 1Y | +15.0% | +78.5% | -63.5% | +1.9% |
| 3Y | +269.5% | +40.5% | +229.0% | +229.3% |
| 5Y | +422.4% | -25.6% | +448.0% | +438.5% |
| All | +422.4% | -26.4% | +448.8% | +438.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling