+201.6%
TGT vs GEN
+152.9%
+48.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.0% | -0.1% |
| 7D | +2.6% | +2.0% | +0.6% | +2.2% |
| 30D | +4.7% | +27.7% | -23.0% | 0.0% |
| 3M | +4.6% | +3.3% | +1.3% | +3.4% |
| 6M | +34.9% | +31.8% | +3.1% | +26.9% |
| YTD | +70.9% | +13.5% | +57.4% | +64.7% |
| 1Y | +84.4% | +16.0% | +68.3% | +76.9% |
| 3Y | +69.1% | +70.6% | -1.4% | +50.5% |
| 5Y | -26.9% | +32.1% | -59.1% | -32.9% |
| All | +201.6% | +152.9% | +48.7% | +153.3% |
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