+69.2%
CB vs TGT
+41.4%
+27.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.4% |
| 7D | -0.5% | -3.6% | +3.0% | -0.4% |
| 30D | -3.1% | +4.4% | -7.5% | -3.3% |
| 3M | +4.2% | +25.4% | -21.2% | +3.0% |
| 6M | +4.7% | +33.4% | -28.7% | +3.1% |
| YTD | +8.8% | +65.6% | -56.8% | +5.8% |
| 1Y | +22.6% | +80.3% | -57.7% | +18.6% |
| All | +69.2% | +41.4% | +27.8% | +66.3% |
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 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