+10,266.7%
RTX vs TGT
+6,379.3%
+3,887.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -0.9% | -0.7% |
| 7D | -5.2% | +0.8% | -5.9% | -5.4% |
| 30D | -9.4% | +12.2% | -21.6% | -12.3% |
| 3M | +12.3% | +33.8% | -21.5% | +3.1% |
| 6M | -3.1% | +39.3% | -42.4% | -12.3% |
| YTD | +10.7% | +72.9% | -62.2% | -6.0% |
| 1Y | +28.4% | +84.6% | -56.1% | +6.8% |
| 3Y | +147.1% | +46.2% | +100.8% | +108.5% |
| 5Y | +167.2% | -21.3% | +188.6% | +161.4% |
| 10Y | +274.7% | +213.5% | +61.2% | +128.5% |
| All | +10,266.7% | +6,379.3% | +3,887.4% | +2,209.9% |
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