+84.6%
TGT vs AZO
-28.9%
+113.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.2% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +12.2% | -2.7% | +14.9% | +12.5% |
| 3M | +33.8% | -3.2% | +37.0% | +34.0% |
| 6M | +39.3% | -19.7% | +59.0% | +39.0% |
| YTD | +72.9% | -12.0% | +84.9% | +71.3% |
| 1Y | +84.6% | -29.5% | +114.1% | +90.4% |
| All | +84.6% | -28.9% | +113.4% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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