+506.3%
NOW vs TGT
+215.7%
+290.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.6% |
| 7D | -8.7% | +5.5% | -14.3% | -10.2% |
| 30D | -29.3% | +6.0% | -35.3% | -30.7% |
| 3M | -21.8% | +8.0% | -29.8% | -23.9% |
| 6M | +9.2% | +32.3% | -23.1% | -0.2% |
| YTD | -35.0% | +71.3% | -106.2% | -45.4% |
| 1Y | -42.5% | +86.8% | -129.3% | -53.2% |
| 3Y | -21.5% | +67.9% | -89.4% | -38.5% |
| 5Y | -25.8% | -25.1% | -0.7% | -24.3% |
| 10Y | +506.3% | +211.8% | +294.5% | +353.0% |
| All | +506.3% | +215.7% | +290.6% | +353.0% |
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