+1,003.0%
BE vs TGT
+147.2%
+855.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | +9.0% | -5.2% | +14.3% | +11.4% |
| 30D | +16.3% | +1.2% | +15.1% | +15.4% |
| 3M | +10.8% | +18.4% | -7.6% | +1.6% |
| 6M | +73.2% | +33.4% | +39.8% | +50.3% |
| YTD | +217.4% | +63.8% | +153.5% | +150.0% |
| 1Y | +309.8% | +77.2% | +232.6% | +209.5% |
| 3Y | +1,726.2% | +41.8% | +1,684.4% | +1,301.8% |
| 5Y | +1,306.2% | -25.5% | +1,331.7% | +1,346.5% |
| All | +1,003.0% | +147.2% | +855.8% | +556.3% |
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