+88.6%
TGT vs BEN
+56.2%
+32.4%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.7% | +1.0% | +5.3% |
| 7D | +9.5% | +6.7% | +2.7% | +9.0% |
| 30D | +6.6% | +3.0% | +3.6% | +6.3% |
| 3M | +11.0% | -4.3% | +15.3% | +10.9% |
| 6M | +29.9% | +16.4% | +13.5% | +27.5% |
| YTD | +71.4% | +46.8% | +24.7% | +62.8% |
| 1Y | +88.6% | +57.3% | +31.3% | +76.6% |
| All | +88.6% | +56.2% | +32.4% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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