+283.2%
TGT vs AMC
-97.5%
+380.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.3% | -3.6% | +4.6% |
| 7D | +4.7% | +6.6% | -1.8% | +4.6% |
| 30D | +8.0% | +14.1% | -6.1% | +7.8% |
| 3M | +11.7% | +31.3% | -19.6% | +11.2% |
| 6M | +34.7% | +126.7% | -91.9% | +32.8% |
| YTD | +74.4% | +117.9% | -43.6% | +71.8% |
| 1Y | +89.2% | +41.1% | +48.1% | +87.4% |
| 3Y | +73.4% | -61.0% | +134.4% | +73.1% |
| 5Y | -24.0% | -99.1% | +75.1% | -22.7% |
| 10Y | +225.5% | -98.7% | +324.2% | +256.9% |
| All | +283.2% | -97.5% | +380.8% | +302.0% |
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