+84.6%
TGT vs BN
-6.5%
+91.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.3% |
| 7D | +0.8% | -2.5% | +3.2% | +1.3% |
| 30D | +12.2% | -9.5% | +21.7% | +14.8% |
| 3M | +33.8% | -10.4% | +44.2% | +37.0% |
| 6M | +39.3% | -6.4% | +45.7% | +40.7% |
| YTD | +72.9% | -11.9% | +84.7% | +76.5% |
| 1Y | +84.6% | -8.6% | +93.2% | +86.0% |
| All | +84.6% | -6.5% | +91.0% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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