+270.6%
C vs TGT
+48.2%
+222.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +3.6% | +0.8% | +2.9% | +3.4% |
| 30D | +0.1% | +12.2% | -12.1% | -2.8% |
| 3M | +2.4% | +33.8% | -31.4% | -5.1% |
| 6M | +24.9% | +39.3% | -14.4% | +14.1% |
| YTD | +19.8% | +72.9% | -53.1% | +3.0% |
| 1Y | +44.9% | +84.6% | -39.7% | +21.9% |
| All | +270.6% | +48.2% | +222.4% | +224.4% |
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