+88.6%
TGT vs GEN
+20.2%
+68.4%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.0% | +1.7% | +5.3% |
| 7D | +9.5% | +26.9% | -17.4% | +7.4% |
| 30D | +6.6% | +38.6% | -32.0% | +4.1% |
| 3M | +11.0% | +9.7% | +1.2% | +9.8% |
| 6M | +29.9% | +58.9% | -29.0% | +24.8% |
| YTD | +71.4% | +15.3% | +56.1% | +77.3% |
| 1Y | +88.6% | +21.8% | +66.8% | +88.7% |
| All | +88.6% | +20.2% | +68.4% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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