+14,183.4%
TER vs TGT
+6,379.3%
+7,804.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.4% |
| 7D | +0.6% | +0.8% | -0.2% | +0.2% |
| 30D | -8.3% | +12.2% | -20.5% | -13.5% |
| 3M | -12.2% | +33.8% | -46.0% | -24.6% |
| 6M | +17.1% | +39.3% | -22.2% | -1.6% |
| YTD | +84.7% | +72.9% | +11.8% | +39.8% |
| 1Y | +199.9% | +84.6% | +115.4% | +119.1% |
| 3Y | +232.8% | +46.2% | +186.5% | +155.2% |
| 5Y | +198.6% | -21.3% | +219.9% | +196.8% |
| 10Y | +1,669.7% | +213.5% | +1,456.2% | +730.5% |
| All | +14,183.4% | +6,379.3% | +7,804.1% | +1,367.2% |
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