+84.6%
TGT vs EXC
+2.6%
+82.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.4% |
| 7D | +0.8% | -0.7% | +1.4% | +0.8% |
| 30D | +12.2% | -4.6% | +16.8% | +12.6% |
| 3M | +33.8% | -2.2% | +36.0% | +34.3% |
| 6M | +39.3% | -10.6% | +49.9% | +39.6% |
| YTD | +72.9% | +1.9% | +70.9% | +72.4% |
| 1Y | +84.6% | +3.4% | +81.1% | +83.1% |
| All | +84.6% | +2.6% | +82.0% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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