+208.8%
C vs TGT
+215.7%
-6.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.8% |
| 7D | -0.4% | +5.5% | -5.9% | -2.0% |
| 30D | -5.2% | +6.0% | -11.2% | -6.9% |
| 3M | -9.1% | +8.0% | -17.1% | -11.6% |
| 6M | -1.6% | +32.3% | -33.9% | -10.8% |
| YTD | +6.9% | +71.3% | -64.3% | -11.1% |
| 1Y | +23.0% | +86.8% | -63.9% | -0.7% |
| 3Y | +216.1% | +67.9% | +148.3% | +152.0% |
| 5Y | +112.2% | -25.1% | +137.3% | +114.6% |
| 10Y | +208.8% | +211.8% | -3.0% | +104.8% |
| All | +208.8% | +215.7% | -6.9% | +104.8% |
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 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