+139,698.9%
MSFT vs TGT
+6,284.4%
+133,414.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | -2.4% | +2.6% | -5.0% | -3.2% |
| 30D | -3.8% | +6.6% | -10.4% | -5.8% |
| 3M | +6.4% | +5.2% | +1.2% | +4.3% |
| 6M | +28.8% | +35.3% | -6.5% | +16.2% |
| YTD | +8.8% | +70.3% | -61.5% | -9.3% |
| 1Y | +3.2% | +81.2% | -78.0% | -15.8% |
| 3Y | +44.8% | +66.9% | -22.2% | +14.3% |
| 5Y | +61.8% | -27.2% | +89.0% | +62.8% |
| 10Y | +897.9% | +206.6% | +691.3% | +487.9% |
| All | +139,698.9% | +6,284.4% | +133,414.4% | +20,934.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling