-17.0%
TEAM vs TGT
+41.4%
-58.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +1.6% |
| 7D | -4.7% | -3.6% | -1.1% | -3.8% |
| 30D | +17.0% | +4.4% | +12.6% | +15.8% |
| 3M | +85.9% | +25.4% | +60.5% | +76.7% |
| 6M | +116.7% | +33.4% | +83.3% | +101.7% |
| YTD | +9.6% | +65.6% | -56.0% | -4.2% |
| 1Y | -2.5% | +80.3% | -82.8% | -17.1% |
| All | -17.0% | +41.4% | -58.3% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling