+1,683.3%
BE vs TGT
+41.4%
+1,641.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -2.3% |
| 7D | +23.9% | -3.6% | +27.5% | +24.7% |
| 30D | +27.8% | +4.4% | +23.4% | +26.7% |
| 3M | +3.7% | +25.4% | -21.6% | -1.8% |
| 6M | +78.0% | +33.4% | +44.6% | +65.5% |
| YTD | +209.9% | +65.6% | +144.3% | +171.3% |
| 1Y | +389.6% | +80.3% | +309.3% | +316.5% |
| All | +1,683.3% | +41.4% | +1,641.9% | +1,331.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling