+770.8%
TGT vs BLK
+12,788.7%
-12,017.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -5.0% | -5.2% | +0.1% | -3.2% |
| 30D | +3.0% | -7.0% | +10.1% | +5.8% |
| 3M | +22.6% | +5.7% | +17.0% | +19.9% |
| 6M | +31.2% | +11.0% | +20.2% | +25.5% |
| YTD | +63.7% | +0.9% | +62.8% | +61.4% |
| 1Y | +78.5% | -1.6% | +80.1% | +77.4% |
| 3Y | +40.5% | +64.5% | -23.9% | +15.9% |
| 5Y | -25.6% | +30.9% | -56.4% | -34.1% |
| 10Y | +204.7% | +275.1% | -70.4% | +82.5% |
| All | +770.8% | +12,788.7% | -12,017.9% | +127.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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