+77.2%
TGT vs PSX
+103.3%
-26.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | +1.7% | -7.0% | -5.3% |
| 30D | +1.2% | +15.6% | -14.4% | +0.4% |
| 3M | +18.4% | +46.5% | -28.1% | +15.6% |
| 6M | +33.4% | +55.0% | -21.6% | +29.6% |
| YTD | +63.8% | +105.3% | -41.5% | +51.2% |
| 1Y | +77.2% | +101.6% | -24.4% | +62.9% |
| All | +77.2% | +103.3% | -26.1% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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