+203.6%
TGT vs BEN
+56.6%
+147.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.2% | -3.1% | -2.1% | -4.2% |
| 30D | +1.2% | +0.2% | +1.0% | +1.1% |
| 3M | +18.4% | +6.8% | +11.5% | +15.2% |
| 6M | +33.4% | +38.1% | -4.7% | +18.0% |
| YTD | +63.8% | +44.3% | +19.5% | +42.2% |
| 1Y | +77.2% | +42.6% | +34.6% | +54.1% |
| 3Y | +41.8% | +52.3% | -10.5% | +17.9% |
| 5Y | -25.5% | +37.6% | -63.2% | -37.2% |
| All | +203.6% | +56.6% | +147.0% | +135.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling