+41.5%
NU vs TGT
-24.1%
+65.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -4.9% | -5.2% | +0.4% | -3.1% |
| 30D | +7.8% | +1.2% | +6.6% | +7.2% |
| 3M | +20.9% | +18.4% | +2.5% | +13.3% |
| 6M | +0.9% | +33.4% | -32.6% | -9.7% |
| YTD | -12.7% | +63.8% | -76.5% | -27.8% |
| 1Y | -6.4% | +77.2% | -83.6% | -25.1% |
| 3Y | +98.1% | +41.8% | +56.3% | +57.2% |
| All | +41.5% | -24.1% | +65.6% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling