+2.0%
MU vs TGT
+32.7%
-30.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.6% | +11.3% | +12.2% |
| 7D | +2.0% | +0.5% | +1.6% | +1.5% |
| 30D | -18.0% | +6.7% | -24.6% | -13.8% |
| 3M | -6.6% | +8.4% | -15.0% | +0.2% |
| 6M | +2.0% | +40.7% | -38.7% | +19.6% |
| All | +2.0% | +32.7% | -30.7% | +19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling