+329.4%
TGT vs PSX
+1,159.1%
-829.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.6% | -1.4% |
| 7D | -0.6% | +2.8% | -3.5% | -1.2% |
| 30D | +9.5% | +27.8% | -18.2% | +4.2% |
| 3M | +32.3% | +42.0% | -9.8% | +22.9% |
| 6M | +37.0% | +58.1% | -21.1% | +24.1% |
| YTD | +71.0% | +105.0% | -34.0% | +46.6% |
| 1Y | +85.0% | +104.9% | -19.9% | +58.3% |
| 3Y | +46.8% | +134.1% | -87.2% | +21.1% |
| 5Y | -22.7% | +363.8% | -386.6% | -44.7% |
| 10Y | +216.3% | +370.1% | -153.8% | +115.7% |
| All | +329.4% | +1,159.1% | -829.7% | +162.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling