+38.8%
SLB vs TGT
+86.6%
-47.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.6% | +2.1% |
| 7D | -1.2% | +0.5% | -1.6% | -1.2% |
| 30D | +4.5% | +6.7% | -2.2% | +3.8% |
| 3M | -4.6% | +8.4% | -13.0% | -5.7% |
| 6M | -6.3% | +40.7% | -47.0% | -12.5% |
| YTD | +35.0% | +72.2% | -37.3% | +17.4% |
| 1Y | +38.8% | +86.2% | -47.3% | +17.5% |
| All | +38.8% | +86.6% | -47.8% | +17.5% |
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