+47.1%
EQT vs TGT
+207.4%
-160.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -2.0% | -5.2% | +3.2% | -0.8% |
| 30D | 0.0% | +1.2% | -1.2% | -0.3% |
| 3M | +5.9% | +18.4% | -12.4% | +1.6% |
| 6M | -14.8% | +33.4% | -48.2% | -20.7% |
| YTD | +1.8% | +63.8% | -62.0% | -10.2% |
| 1Y | +7.4% | +77.2% | -69.8% | -7.2% |
| 3Y | +33.6% | +41.8% | -8.2% | +15.7% |
| 5Y | +199.3% | -25.5% | +224.9% | +204.1% |
| All | +47.1% | +207.4% | -160.2% | -1.3% |
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 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