+3,553.2%
FIX vs TGT
+206.3%
+3,346.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +9.4% | +2.6% | +6.8% | +8.7% |
| 30D | -27.8% | +4.7% | -32.5% | -29.1% |
| 3M | -35.6% | +4.6% | -40.1% | -36.9% |
| 6M | -45.2% | +34.9% | -80.1% | -51.1% |
| YTD | +19.5% | +70.9% | -51.4% | -1.9% |
| 1Y | +24.2% | +84.4% | -60.1% | -0.8% |
| 3Y | +494.2% | +69.1% | +425.0% | +357.1% |
| 5Y | +1,036.1% | -26.9% | +1,063.1% | +1,069.2% |
| All | +3,553.2% | +206.3% | +3,346.9% | +2,103.8% |
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