+93.1%
ACN vs TGT
+207.4%
-114.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.3% |
| 7D | -1.5% | -5.2% | +3.7% | -0.1% |
| 30D | +2.1% | +1.2% | +0.9% | +1.8% |
| 3M | +11.1% | +18.4% | -7.3% | +6.3% |
| 6M | -6.8% | +33.4% | -40.3% | -14.1% |
| YTD | -30.0% | +63.8% | -93.9% | -39.1% |
| 1Y | -23.1% | +77.2% | -100.3% | -34.5% |
| 3Y | -40.4% | +41.8% | -82.2% | -48.7% |
| 5Y | -41.6% | -25.5% | -16.0% | -40.7% |
| All | +93.1% | +207.4% | -114.3% | +38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling