-26.9%
TGT vs ACWI
+54.8%
-81.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.6% | -2.4% | +5.0% | +5.0% |
| 30D | +5.0% | -5.2% | +10.2% | +10.1% |
| 3M | +8.5% | -4.8% | +13.4% | +13.4% |
| 6M | +23.8% | -1.3% | +25.1% | +24.1% |
| YTD | +66.5% | +8.4% | +58.1% | +51.1% |
| 1Y | +84.9% | +11.0% | +73.9% | +63.5% |
| 3Y | +59.2% | +70.6% | -11.3% | -11.4% |
| All | -26.9% | +54.8% | -81.7% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling