+39.2%
XLK vs TGT
+78.4%
-39.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +0.2% | -5.2% | +5.4% | +0.2% |
| 30D | -0.6% | +1.2% | -1.8% | -0.6% |
| 3M | +2.6% | +18.4% | -15.8% | +2.2% |
| 6M | +34.0% | +33.4% | +0.5% | +31.4% |
| YTD | +30.7% | +63.8% | -33.1% | +24.8% |
| 1Y | +39.2% | +77.2% | -38.0% | +29.2% |
| All | +39.2% | +78.4% | -39.2% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling