+18.7%
HPQ vs TGT
+84.5%
-65.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +2.0% | +2.1% |
| 7D | +6.9% | +0.8% | +6.2% | +6.7% |
| 30D | +14.4% | +12.2% | +2.3% | +9.6% |
| 3M | +25.6% | +33.8% | -8.2% | +13.2% |
| 6M | +75.0% | +39.3% | +35.7% | +54.3% |
| YTD | +50.7% | +72.9% | -22.2% | +18.3% |
| 1Y | +18.7% | +84.6% | -65.9% | -14.4% |
| All | +18.7% | +84.5% | -65.8% | -14.4% |
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