-4.9%
EQT vs TGT
+86.7%
-91.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.6% | -8.8% | -3.1% |
| 7D | -6.6% | +9.5% | -16.1% | -6.5% |
| 30D | +2.7% | +6.6% | -3.9% | +2.8% |
| 3M | -0.2% | +11.0% | -11.1% | -0.1% |
| 6M | -10.6% | +29.9% | -40.4% | -10.5% |
| YTD | -1.2% | +71.4% | -72.6% | -2.1% |
| 1Y | -4.9% | +88.6% | -93.5% | -9.3% |
| All | -4.9% | +86.7% | -91.6% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling