+80.3%
TGT vs FE
+11.4%
+68.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | +4.4% | -1.2% | +5.6% | +4.4% |
| 3M | +25.4% | +1.7% | +23.7% | +25.5% |
| 6M | +33.4% | -7.5% | +40.8% | +32.6% |
| YTD | +65.6% | +6.3% | +59.3% | +65.0% |
| 1Y | +80.3% | +10.9% | +69.4% | +78.1% |
| All | +80.3% | +11.4% | +68.8% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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