+345.2%
TGT vs BIL
+30.4%
+314.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.4% |
| 7D | +0.8% | +0.1% | +0.7% | +1.2% |
| 30D | +12.2% | +0.3% | +11.9% | +14.0% |
| 3M | +33.8% | +0.9% | +32.8% | +40.0% |
| 6M | +39.3% | +1.8% | +37.5% | +52.2% |
| YTD | +72.9% | +2.4% | +70.4% | +94.6% |
| 1Y | +84.6% | +3.7% | +80.8% | +121.4% |
| 3Y | +46.2% | +14.2% | +32.1% | +186.7% |
| 5Y | -21.3% | +19.4% | -40.8% | +96.2% |
| 10Y | +213.5% | +25.2% | +188.3% | +923.4% |
| All | +345.2% | +30.4% | +314.8% | +1,471.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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