+48.6%
MAR vs TGT
+83.0%
-34.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.2% |
| 7D | +4.4% | +4.0% | +0.4% | +3.7% |
| 30D | +15.5% | +2.3% | +13.2% | +15.0% |
| 3M | +15.7% | +7.8% | +8.0% | +14.0% |
| 6M | +18.2% | +24.7% | -6.5% | +12.5% |
| YTD | +35.3% | +66.0% | -30.7% | +18.3% |
| 1Y | +48.6% | +78.8% | -30.1% | +25.8% |
| All | +48.6% | +83.0% | -34.3% | +25.8% |
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 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