+5,975.1%
TGT vs SYY
+4,545.1%
+1,430.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -4.0% |
| 7D | -3.6% | -0.2% | -3.3% | -3.5% |
| 30D | +4.4% | -2.7% | +7.2% | +5.4% |
| 3M | +25.4% | +5.9% | +19.5% | +22.7% |
| 6M | +33.4% | -2.3% | +35.7% | +33.6% |
| YTD | +65.6% | +13.1% | +52.5% | +56.6% |
| 1Y | +80.3% | +3.8% | +76.5% | +75.9% |
| 3Y | +42.1% | +26.7% | +15.4% | +28.8% |
| 5Y | -25.0% | +19.4% | -44.4% | -30.6% |
| 10Y | +208.2% | +112.0% | +96.2% | +108.2% |
| All | +5,975.1% | +4,545.1% | +1,430.0% | +1,275.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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