+84.6%
TGT vs COO
+4.1%
+80.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.7% |
| 7D | +0.8% | -2.2% | +3.0% | +1.5% |
| 30D | +12.2% | -7.0% | +19.2% | +14.8% |
| 3M | +33.8% | +12.2% | +21.6% | +29.7% |
| 6M | +39.3% | -15.1% | +54.4% | +45.4% |
| YTD | +72.9% | -15.1% | +88.0% | +80.1% |
| 1Y | +84.6% | +2.3% | +82.2% | +78.2% |
| All | +84.6% | +4.1% | +80.4% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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