+812.0%
NOW vs TGT
+218.2%
+593.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -4.7% |
| 7D | -6.1% | -0.6% | -5.4% | -5.9% |
| 30D | +7.5% | +9.5% | -2.1% | +4.6% |
| 3M | +17.5% | +32.3% | -14.7% | +8.2% |
| 6M | +7.9% | +37.0% | -29.1% | -2.3% |
| YTD | -12.4% | +71.0% | -83.4% | -26.2% |
| 1Y | -28.6% | +85.0% | -113.6% | -41.4% |
| 3Y | +11.8% | +46.8% | -35.0% | -7.6% |
| 5Y | +2.6% | -22.7% | +25.4% | +4.0% |
| All | +812.0% | +218.2% | +593.8% | +569.7% |
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