+10.6%
IBKR vs TGT
+86.7%
-76.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.1% | +0.2% |
| 7D | -6.8% | +9.5% | -16.3% | -7.5% |
| 30D | -12.5% | +6.6% | -19.2% | -13.0% |
| 3M | -12.0% | +11.0% | -23.0% | -13.3% |
| 6M | -4.5% | +29.9% | -34.4% | -8.8% |
| YTD | +21.5% | +71.4% | -50.0% | +5.7% |
| 1Y | +10.6% | +88.6% | -78.0% | -7.6% |
| All | +10.6% | +86.7% | -76.1% | -7.6% |
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