+6,219.0%
TGT vs GEN
+8,835.9%
-2,616.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.3% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | +6.7% | +31.2% | -24.6% | +2.3% |
| 3M | +8.4% | +6.1% | +2.3% | +7.0% |
| 6M | +40.7% | +38.1% | +2.6% | +33.1% |
| YTD | +72.2% | +14.4% | +57.8% | +66.7% |
| 1Y | +86.2% | +15.1% | +71.0% | +80.0% |
| 3Y | +68.8% | +68.5% | +0.3% | +53.6% |
| 5Y | -25.2% | +35.8% | -61.0% | -30.4% |
| 10Y | +210.0% | +155.4% | +54.6% | +153.8% |
| All | +6,219.0% | +8,835.9% | -2,616.9% | +2,278.5% |
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