+684.5%
TGT vs IBB
+580.2%
+104.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.4% |
| 7D | +0.5% | -1.4% | +1.8% | +1.1% |
| 30D | +6.7% | +6.8% | -0.1% | +3.4% |
| 3M | +8.4% | +9.2% | -0.8% | +3.8% |
| 6M | +40.7% | +28.3% | +12.4% | +24.6% |
| YTD | +72.2% | +29.4% | +42.9% | +51.3% |
| 1Y | +86.2% | +33.2% | +53.0% | +61.2% |
| 3Y | +68.8% | +90.2% | -21.4% | +23.0% |
| 5Y | -25.2% | +44.0% | -69.2% | -38.4% |
| 10Y | +210.0% | +133.1% | +76.9% | +98.2% |
| All | +684.5% | +580.2% | +104.2% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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