+6,175.2%
TGT vs GEN
+8,593.9%
-2,418.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.7% | -0.6% |
| 7D | -0.6% | -0.7% | +0.1% | -0.5% |
| 30D | +9.5% | +2.6% | +6.9% | +9.0% |
| 3M | +32.3% | +15.8% | +16.5% | +29.2% |
| 6M | +37.0% | +33.1% | +3.9% | +30.4% |
| YTD | +71.0% | +11.3% | +59.7% | +66.9% |
| 1Y | +85.0% | +1.7% | +83.4% | +83.0% |
| 3Y | +46.8% | +58.1% | -11.3% | +35.3% |
| 5Y | -22.7% | +20.6% | -43.4% | -26.6% |
| 10Y | +216.3% | +149.0% | +67.3% | +160.8% |
| All | +6,175.2% | +8,593.9% | -2,418.6% | +2,281.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling