+360.5%
SOXX vs TGT
+86.7%
+273.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.6% | -8.8% | -4.7% |
| 7D | +158.9% | +9.5% | +149.4% | +157.5% |
| 30D | +129.2% | +6.6% | +122.6% | +127.5% |
| 3M | +149.7% | +11.0% | +138.7% | +148.7% |
| 6M | +193.4% | +29.9% | +163.6% | +192.0% |
| YTD | +351.0% | +71.4% | +279.6% | +333.3% |
| 1Y | +360.5% | +88.6% | +271.9% | +330.3% |
| All | +360.5% | +86.7% | +273.8% | +330.3% |
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 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