+229.2%
TER vs TGT
+78.4%
+150.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +6.4% | -5.2% | +11.6% | +6.2% |
| 30D | -5.7% | +1.2% | -6.9% | -5.7% |
| 3M | -0.4% | +18.4% | -18.8% | -2.8% |
| 6M | +25.8% | +33.4% | -7.6% | +18.7% |
| YTD | +96.4% | +63.8% | +32.6% | +77.1% |
| 1Y | +229.2% | +77.2% | +152.1% | +168.3% |
| All | +229.2% | +78.4% | +150.8% | +168.3% |
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