+67.1%
PWR vs TGT
+78.4%
-11.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.1% | +5.1% |
| 7D | +4.2% | -5.2% | +9.4% | +4.0% |
| 30D | -4.0% | +1.2% | -5.2% | -3.9% |
| 3M | -4.8% | +18.4% | -23.2% | -5.3% |
| 6M | +14.6% | +33.4% | -18.8% | +12.1% |
| YTD | +54.2% | +63.8% | -9.6% | +44.5% |
| 1Y | +67.1% | +77.2% | -10.1% | +51.7% |
| All | +67.1% | +78.4% | -11.3% | +51.7% |
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