-17.3%
META vs TGT
+84.5%
-101.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | +6.7% | +0.8% | +5.9% | +6.6% |
| 30D | +4.8% | +12.2% | -7.4% | +2.5% |
| 3M | -1.6% | +33.8% | -35.4% | -6.6% |
| 6M | -7.5% | +39.3% | -46.8% | -12.8% |
| YTD | -6.4% | +72.9% | -79.3% | -15.4% |
| 1Y | -17.3% | +84.6% | -101.9% | -27.3% |
| All | -17.3% | +84.5% | -101.8% | -27.3% |
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