+276.3%
TGT vs AMC
-97.5%
+373.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -1.8% |
| 7D | +5.5% | +5.5% | 0.0% | +5.4% |
| 30D | +6.0% | +16.1% | -10.1% | +5.8% |
| 3M | +8.0% | +43.0% | -35.0% | +7.4% |
| 6M | +32.3% | +130.7% | -98.4% | +30.4% |
| YTD | +71.3% | +121.8% | -50.5% | +68.7% |
| 1Y | +86.8% | +40.7% | +46.2% | +85.1% |
| 3Y | +67.9% | -56.8% | +124.7% | +67.4% |
| 5Y | -25.1% | -99.1% | +74.0% | -23.7% |
| 10Y | +211.8% | -98.7% | +310.5% | +241.8% |
| All | +276.3% | -97.5% | +373.8% | +294.6% |
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