+34,839.7%
LOW vs TGT
+6,311.1%
+28,528.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.3% |
| 7D | +0.4% | -0.6% | +1.0% | +0.7% |
| 30D | -10.1% | +9.5% | -19.6% | -14.3% |
| 3M | -2.9% | +32.3% | -35.1% | -15.9% |
| 6M | -19.4% | +37.0% | -56.4% | -31.7% |
| YTD | -15.4% | +71.0% | -86.5% | -36.1% |
| 1Y | -24.9% | +85.0% | -110.0% | -45.8% |
| 3Y | -7.8% | +46.8% | -54.6% | -30.4% |
| 5Y | +8.4% | -22.7% | +31.1% | +8.0% |
| 10Y | +226.8% | +216.3% | +10.5% | +42.9% |
| All | +34,839.7% | +6,311.1% | +28,528.6% | +3,458.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling