+436.0%
META vs TGT
+215.7%
+220.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.5% |
| 7D | +3.3% | +5.5% | -2.2% | +1.9% |
| 30D | -10.8% | +6.0% | -16.8% | -12.3% |
| 3M | +7.9% | +8.0% | -0.1% | +5.2% |
| 6M | +5.4% | +32.3% | -26.9% | -2.9% |
| YTD | -2.6% | +71.3% | -73.8% | -16.9% |
| 1Y | +1.9% | +86.8% | -85.0% | -15.3% |
| 3Y | +97.0% | +67.9% | +29.1% | +60.0% |
| 5Y | +97.6% | -25.1% | +122.7% | +99.5% |
| 10Y | +436.0% | +211.8% | +224.2% | +331.2% |
| All | +436.0% | +215.7% | +220.3% | +331.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling