+41.7%
TGT vs INDA
+6.8%
+34.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -0.6% |
| 7D | -5.0% | -3.6% | -1.4% | -3.5% |
| 30D | +3.0% | -4.0% | +7.0% | +4.8% |
| 3M | +22.6% | +1.7% | +20.9% | +21.5% |
| 6M | +31.2% | -3.6% | +34.8% | +33.1% |
| YTD | +63.7% | -11.0% | +74.7% | +72.2% |
| 1Y | +78.5% | -9.5% | +88.0% | +86.0% |
| All | +41.7% | +6.8% | +34.9% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling