+32.4%
PWR vs TGT
+86.7%
-54.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +5.6% | -17.3% | -10.6% |
| 7D | -4.4% | +9.5% | -13.9% | -2.8% |
| 30D | -15.1% | +6.6% | -21.7% | -13.8% |
| 3M | -16.2% | +11.0% | -27.2% | -14.7% |
| 6M | -23.3% | +29.9% | -53.2% | -22.2% |
| YTD | +37.6% | +71.4% | -33.8% | +34.6% |
| 1Y | +32.4% | +88.6% | -56.2% | +25.8% |
| All | +32.4% | +86.7% | -54.3% | +25.8% |
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