+77.2%
TGT vs BN
-14.1%
+91.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.4% | 0.0% |
| 7D | -5.2% | -5.2% | -0.1% | -4.0% |
| 30D | +1.2% | -14.5% | +15.7% | +4.9% |
| 3M | +18.4% | -15.0% | +33.4% | +22.8% |
| 6M | +33.4% | -5.4% | +38.9% | +34.3% |
| YTD | +63.8% | -16.4% | +80.2% | +69.4% |
| 1Y | +77.2% | -16.2% | +93.4% | +80.2% |
| All | +77.2% | -14.1% | +91.3% | +80.2% |
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