+279.9%
TGT vs AMC
-98.1%
+377.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.1% | +0.2% |
| 7D | +0.8% | +2.3% | -1.5% | +0.7% |
| 30D | +12.2% | -0.7% | +12.9% | +12.2% |
| 3M | +33.8% | +35.2% | -1.4% | +33.0% |
| 6M | +39.3% | +124.6% | -85.3% | +37.3% |
| YTD | +72.9% | +69.9% | +3.0% | +71.0% |
| 1Y | +84.6% | -2.6% | +87.1% | +83.8% |
| 3Y | +46.2% | -79.8% | +126.0% | +47.0% |
| 5Y | -21.3% | -99.4% | +78.1% | -19.6% |
| 10Y | +213.5% | -98.9% | +312.4% | +241.0% |
| All | +279.9% | -98.1% | +377.9% | +300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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