+84.6%
TGT vs MKSI
+162.5%
-78.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | +0.4% |
| 7D | +0.8% | +1.8% | -1.0% | +0.8% |
| 30D | +12.2% | -16.8% | +29.0% | +11.8% |
| 3M | +33.8% | -21.1% | +54.9% | +32.1% |
| 6M | +39.3% | +10.8% | +28.4% | +34.6% |
| YTD | +72.9% | +63.3% | +9.5% | +62.1% |
| 1Y | +84.6% | +157.0% | -72.4% | +66.3% |
| All | +84.6% | +162.5% | -78.0% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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