0.0%
LIN vs TGT
+81.6%
-81.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.9% |
| 7D | -3.5% | -0.6% | -2.8% | -3.4% |
| 30D | -4.1% | +9.5% | -13.6% | -4.6% |
| 3M | -6.4% | +32.3% | -38.6% | -7.8% |
| 6M | -2.4% | +37.0% | -39.4% | -4.1% |
| YTD | +10.9% | +71.0% | -60.1% | +5.2% |
| 1Y | 0.0% | +85.0% | -85.0% | -6.8% |
| All | 0.0% | +81.6% | -81.6% | -6.8% |
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 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