+5,975.1%
TGT vs MKC
+3,336.7%
+2,638.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.9% |
| 7D | -3.6% | -4.3% | +0.7% | -2.3% |
| 30D | +4.4% | -3.1% | +7.5% | +5.5% |
| 3M | +25.4% | +6.8% | +18.5% | +22.6% |
| 6M | +33.4% | -18.3% | +51.7% | +41.2% |
| YTD | +65.6% | -23.1% | +88.6% | +77.7% |
| 1Y | +80.3% | -23.7% | +104.0% | +93.6% |
| 3Y | +42.1% | -31.0% | +73.1% | +55.6% |
| 5Y | -25.0% | -33.5% | +8.5% | -16.9% |
| 10Y | +208.2% | +30.3% | +177.9% | +174.5% |
| All | +5,975.1% | +3,336.7% | +2,638.4% | +2,263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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