+8,589.7%
PWR vs TGT
+1,482.6%
+7,107.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.8% |
| 7D | +4.5% | -0.6% | +5.2% | +4.8% |
| 30D | -4.9% | +9.5% | -14.4% | -8.7% |
| 3M | -7.9% | +32.3% | -40.1% | -18.9% |
| 6M | +18.3% | +37.0% | -18.7% | +2.2% |
| YTD | +51.5% | +71.0% | -19.5% | +18.7% |
| 1Y | +70.3% | +85.0% | -14.7% | +28.6% |
| 3Y | +210.6% | +46.8% | +163.8% | +140.7% |
| 5Y | +456.7% | -22.7% | +479.4% | +443.2% |
| 10Y | +2,396.1% | +216.3% | +2,179.8% | +1,067.1% |
| All | +8,589.7% | +1,482.6% | +7,107.1% | +1,780.9% |
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