+123.8%
STX vs TGT
+86.7%
+37.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.6% | -13.8% | -6.0% |
| 7D | -20.2% | +9.5% | -29.7% | -17.2% |
| 30D | -37.2% | +6.6% | -43.8% | -35.2% |
| 3M | -34.1% | +11.0% | -45.0% | -31.0% |
| 6M | -24.5% | +29.9% | -54.3% | -19.1% |
| YTD | +102.9% | +71.4% | +31.5% | +107.3% |
| 1Y | +123.8% | +88.6% | +35.2% | +121.4% |
| All | +123.8% | +86.7% | +37.1% | +121.4% |
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