+41.7%
TGT vs DOW
-34.9%
+76.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.4% |
| 7D | -5.0% | -2.4% | -2.7% | -4.4% |
| 30D | +3.0% | -4.1% | +7.1% | +4.0% |
| 3M | +22.6% | -12.4% | +35.0% | +26.6% |
| 6M | +31.2% | -10.6% | +41.8% | +31.4% |
| YTD | +63.7% | +31.1% | +32.6% | +39.8% |
| 1Y | +78.5% | +30.5% | +48.0% | +51.5% |
| All | +41.7% | -34.9% | +76.6% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling