+740.1%
TEAM vs TGT
+211.4%
+528.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.9% | -6.6% |
| 7D | -5.7% | -0.6% | -5.0% | -5.5% |
| 30D | +18.3% | +9.5% | +8.8% | +15.1% |
| 3M | +80.2% | +32.3% | +48.0% | +65.6% |
| 6M | +111.0% | +37.0% | +74.0% | +90.4% |
| YTD | +8.8% | +71.0% | -62.2% | -9.1% |
| 1Y | +2.2% | +85.0% | -82.9% | -17.0% |
| 3Y | -14.6% | +46.8% | -61.4% | -28.3% |
| 5Y | -53.8% | -22.7% | -31.0% | -53.8% |
| 10Y | +475.2% | +216.3% | +259.0% | +363.5% |
| All | +740.1% | +211.4% | +528.7% | +549.1% |
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