+1,470.1%
BA vs TGT
+6,141.7%
-4,671.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.1% | +2.6% | -1.5% | +0.2% |
| 30D | -7.9% | +5.0% | -12.9% | -9.5% |
| 3M | -25.3% | +8.5% | -33.8% | -27.6% |
| 6M | -24.6% | +23.8% | -48.4% | -30.4% |
| YTD | -20.1% | +66.5% | -86.7% | -33.3% |
| 1Y | -11.8% | +84.9% | -96.6% | -28.9% |
| 3Y | -10.1% | +59.2% | -69.3% | -27.2% |
| 5Y | -22.7% | -27.2% | +4.5% | -21.4% |
| 10Y | +35.1% | +221.5% | -186.4% | -19.4% |
| All | +1,470.1% | +6,141.7% | -4,671.6% | +201.8% |
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