+86.1%
ARM vs TGT
+84.5%
+1.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.7% | +3.9% |
| 7D | +5.5% | +0.8% | +4.7% | +5.5% |
| 30D | -8.2% | +12.2% | -20.4% | -8.1% |
| 3M | -35.9% | +33.8% | -69.7% | -37.5% |
| 6M | +103.1% | +39.3% | +63.8% | +95.4% |
| YTD | +130.6% | +72.9% | +57.8% | +108.7% |
| 1Y | +86.1% | +84.6% | +1.5% | +60.6% |
| All | +86.1% | +84.5% | +1.6% | +60.6% |
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