+443.1%
TGT vs ACWI
+356.8%
+86.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.8% | +0.5% | +0.3% | +0.4% |
| 30D | +12.2% | +0.9% | +11.3% | +11.4% |
| 3M | +33.8% | +2.4% | +31.4% | +30.8% |
| 6M | +39.3% | +12.4% | +26.9% | +26.0% |
| YTD | +72.9% | +15.2% | +57.7% | +53.1% |
| 1Y | +84.6% | +22.7% | +61.8% | +55.3% |
| 3Y | +46.2% | +75.8% | -29.6% | -7.6% |
| 5Y | -21.3% | +67.7% | -89.1% | -48.0% |
| 10Y | +213.5% | +229.0% | -15.5% | +21.2% |
| All | +443.1% | +356.8% | +86.3% | +52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling