+46.8%
TGT vs MSCI
+4.4%
+42.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -0.2% |
| 7D | -0.6% | -2.1% | +1.4% | -0.2% |
| 30D | +9.5% | -1.7% | +11.3% | +9.9% |
| 3M | +32.3% | -8.2% | +40.5% | +34.3% |
| 6M | +37.0% | -2.4% | +39.5% | +36.8% |
| YTD | +71.0% | -2.8% | +73.9% | +70.1% |
| 1Y | +85.0% | -2.7% | +87.7% | +83.5% |
| 3Y | +46.8% | +7.3% | +39.5% | +38.7% |
| All | +46.8% | +4.4% | +42.4% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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