+614.2%
TEAM vs TGT
+211.1%
+403.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.9% | -1.6% |
| 7D | -2.4% | +2.6% | -5.0% | -3.2% |
| 30D | -26.7% | +4.7% | -31.4% | -27.9% |
| 3M | -9.6% | +4.6% | -14.2% | -11.2% |
| 6M | +86.0% | +34.9% | +51.2% | +68.7% |
| YTD | -7.5% | +70.9% | -78.4% | -23.0% |
| 1Y | -1.4% | +84.4% | -85.7% | -20.0% |
| 3Y | -14.3% | +69.1% | -83.4% | -31.5% |
| 5Y | -66.3% | -26.9% | -39.4% | -66.1% |
| 10Y | +445.6% | +207.6% | +238.0% | +340.0% |
| All | +614.2% | +211.1% | +403.1% | +449.8% |
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 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