-29.8%
NOW vs TGT
+79.1%
-108.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -2.0% |
| 7D | -4.1% | -3.6% | -0.5% | -3.8% |
| 30D | +2.9% | +4.4% | -1.5% | +2.5% |
| 3M | +22.6% | +25.4% | -2.8% | +22.4% |
| 6M | +7.5% | +33.4% | -25.8% | +6.5% |
| YTD | -14.4% | +65.6% | -80.0% | -18.1% |
| 1Y | -29.8% | +80.3% | -110.1% | -35.2% |
| All | -29.8% | +79.1% | -108.9% | -35.2% |
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