+55.3%
BE vs TGT
+86.7%
-31.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.6% | -12.0% | -5.0% |
| 7D | -12.1% | +9.5% | -21.6% | -10.2% |
| 30D | -30.1% | +6.6% | -36.7% | -28.6% |
| 3M | -12.1% | +11.0% | -23.1% | -9.7% |
| 6M | -30.6% | +29.9% | -60.4% | -28.9% |
| YTD | +130.6% | +71.4% | +59.2% | +112.6% |
| 1Y | +55.3% | +88.6% | -33.3% | +34.7% |
| All | +55.3% | +86.7% | -31.4% | +34.7% |
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