+2,883.5%
GE vs TGT
+6,379.3%
-3,495.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -11.6% | +12.2% | -23.8% | -15.2% |
| 3M | +3.0% | +33.8% | -30.8% | -7.3% |
| 6M | -0.5% | +39.3% | -39.8% | -12.0% |
| YTD | +9.7% | +72.9% | -63.1% | -10.1% |
| 1Y | +20.0% | +84.6% | -64.5% | -4.2% |
| 3Y | +275.8% | +46.2% | +229.6% | +206.8% |
| 5Y | +429.1% | -21.3% | +450.4% | +417.5% |
| 10Y | +151.2% | +213.5% | -62.4% | +38.2% |
| All | +2,883.5% | +6,379.3% | -3,495.7% | +413.0% |
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