+327.1%
NET vs TGT
+46.3%
+280.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.0% |
| 7D | -7.0% | +0.8% | -7.7% | -7.1% |
| 30D | -4.8% | +12.2% | -17.0% | -6.5% |
| 3M | +3.8% | +33.8% | -30.0% | -1.0% |
| 6M | +50.0% | +39.3% | +10.7% | +41.6% |
| YTD | +41.5% | +72.9% | -31.4% | +28.4% |
| 1Y | +32.8% | +84.6% | -51.7% | +18.8% |
| All | +327.1% | +46.3% | +280.7% | +266.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling