+102.3%
INTC vs TGT
-26.4%
+128.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.4% | -5.3% |
| 7D | +9.4% | -5.0% | +14.5% | +11.0% |
| 30D | +2.7% | +3.0% | -0.4% | +1.5% |
| 3M | -6.3% | +22.6% | -28.9% | -12.6% |
| 6M | +114.5% | +31.2% | +83.3% | +95.2% |
| YTD | +171.9% | +63.7% | +108.2% | +129.2% |
| 1Y | +305.0% | +78.5% | +226.5% | +231.0% |
| 3Y | +168.3% | +40.5% | +127.8% | +127.4% |
| 5Y | +102.3% | -25.6% | +127.9% | +97.8% |
| All | +102.3% | -26.4% | +128.7% | +97.8% |
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