+269.2%
TGT vs ESI
+226.4%
+42.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.6% | -1.2% |
| 7D | -0.6% | +5.4% | -6.0% | -1.6% |
| 30D | +9.5% | -4.2% | +13.7% | +10.2% |
| 3M | +32.3% | -9.6% | +41.9% | +33.5% |
| 6M | +37.0% | +18.3% | +18.7% | +30.4% |
| YTD | +71.0% | +45.8% | +25.2% | +55.6% |
| 1Y | +85.0% | +39.2% | +45.9% | +69.6% |
| 3Y | +46.8% | +86.3% | -39.4% | +26.8% |
| 5Y | -22.7% | +76.2% | -99.0% | -33.1% |
| 10Y | +216.3% | +306.8% | -90.5% | +144.1% |
| All | +269.2% | +226.4% | +42.7% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ESI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling