+78.5%
TGT vs GEN
+3.4%
+75.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -5.0% | -4.3% | -0.7% | -4.7% |
| 30D | +3.0% | +3.8% | -0.7% | +2.6% |
| 3M | +22.6% | +22.3% | +0.4% | +20.5% |
| 6M | +31.2% | +39.0% | -7.8% | +28.6% |
| YTD | +63.7% | +11.9% | +51.8% | +73.2% |
| 1Y | +78.5% | +4.5% | +74.0% | +95.2% |
| All | +78.5% | +3.4% | +75.0% | +95.2% |
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