-25.6%
TGT vs BEN
+36.2%
-61.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -5.0% | +0.3% | -5.4% | -5.2% |
| 30D | +3.0% | +0.9% | +2.1% | +2.6% |
| 3M | +22.6% | +9.2% | +13.4% | +17.8% |
| 6M | +31.2% | +36.8% | -5.6% | +14.0% |
| YTD | +63.7% | +44.4% | +19.3% | +38.4% |
| 1Y | +78.5% | +45.8% | +32.7% | +49.8% |
| 3Y | +40.5% | +52.5% | -12.0% | +12.4% |
| 5Y | -25.6% | +37.7% | -63.3% | -40.8% |
| All | -25.6% | +36.2% | -61.8% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling