+1,821.9%
BA vs TGT
+6,379.3%
-4,557.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | +1.2% | +0.8% | +0.4% | +0.9% |
| 30D | -11.6% | +12.2% | -23.8% | -15.0% |
| 3M | -2.4% | +33.8% | -36.2% | -11.6% |
| 6M | -6.6% | +39.3% | -45.9% | -16.8% |
| YTD | -2.2% | +72.9% | -75.1% | -19.1% |
| 1Y | -8.0% | +84.6% | -92.6% | -25.7% |
| 3Y | -5.0% | +46.2% | -51.2% | -20.6% |
| 5Y | -2.7% | -21.3% | +18.6% | -3.3% |
| 10Y | +75.9% | +213.5% | -137.6% | +6.1% |
| All | +1,821.9% | +6,379.3% | -4,557.4% | +266.1% |
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