+138.3%
GOOGL vs TGT
-26.4%
+164.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | -2.8% | -5.0% | +2.2% | -1.7% |
| 30D | -3.2% | +3.0% | -6.2% | -3.9% |
| 3M | -6.6% | +22.6% | -29.2% | -11.1% |
| 6M | +8.5% | +31.2% | -22.7% | +1.5% |
| YTD | +6.5% | +63.7% | -57.2% | -5.7% |
| 1Y | +39.4% | +78.5% | -39.1% | +20.4% |
| 3Y | +146.2% | +40.5% | +105.7% | +114.3% |
| 5Y | +138.3% | -25.6% | +163.9% | +148.2% |
| All | +138.3% | -26.4% | +164.7% | +148.2% |
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 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