+20,419.5%
TXN vs TGT
+6,036.1%
+14,383.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | +0.1% | -0.6% |
| 7D | +2.0% | -5.0% | +7.0% | +3.9% |
| 30D | -8.0% | +3.0% | -11.0% | -9.3% |
| 3M | -7.8% | +22.6% | -30.4% | -15.2% |
| 6M | +32.4% | +31.2% | +1.2% | +18.3% |
| YTD | +51.7% | +63.7% | -12.0% | +24.1% |
| 1Y | +44.3% | +78.5% | -34.2% | +14.1% |
| 3Y | +71.3% | +40.5% | +30.7% | +41.4% |
| 5Y | +56.4% | -25.6% | +82.0% | +57.6% |
| 10Y | +410.2% | +204.7% | +205.5% | +184.9% |
| All | +20,419.5% | +6,036.1% | +14,383.4% | +2,791.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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