+203.4%
TGT vs GEN
+157.3%
+46.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -5.0% | -4.3% | -0.7% | -4.3% |
| 30D | +3.0% | +3.8% | -0.7% | +2.3% |
| 3M | +22.6% | +22.3% | +0.4% | +17.9% |
| 6M | +31.2% | +39.0% | -7.8% | +22.3% |
| YTD | +63.7% | +11.9% | +51.8% | +58.9% |
| 1Y | +78.5% | +4.5% | +74.0% | +75.6% |
| 3Y | +40.5% | +59.0% | -18.5% | +27.2% |
| 5Y | -25.6% | +22.0% | -47.6% | -30.6% |
| All | +203.4% | +157.3% | +46.0% | +153.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling