+45.4%
NU vs TGT
-24.2%
+69.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +0.5% |
| 7D | -4.2% | -5.0% | +0.8% | -2.5% |
| 30D | +10.0% | +3.0% | +7.0% | +8.7% |
| 3M | +29.3% | +22.6% | +6.6% | +19.6% |
| 6M | +0.9% | +31.2% | -30.3% | -9.1% |
| YTD | -10.3% | +63.7% | -74.0% | -25.8% |
| 1Y | -3.2% | +78.5% | -81.7% | -22.8% |
| 3Y | +120.6% | +40.5% | +80.0% | +75.9% |
| All | +45.4% | -24.2% | +69.6% | +82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling