+139.2%
SLB vs TGT
-21.7%
+160.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.5% |
| 7D | +0.4% | -0.6% | +1.1% | +0.6% |
| 30D | +13.6% | +9.5% | +4.1% | +11.3% |
| 3M | +1.5% | +32.3% | -30.8% | -4.6% |
| 6M | +23.0% | +37.0% | -14.0% | +14.5% |
| YTD | +51.2% | +71.0% | -19.8% | +33.9% |
| 1Y | +63.5% | +85.0% | -21.5% | +42.1% |
| 3Y | +2.5% | +46.8% | -44.3% | -9.0% |
| 5Y | +139.2% | -22.7% | +161.9% | +137.6% |
| All | +139.2% | -21.7% | +160.9% | +137.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling