+88.6%
TGT vs NDAQ
+28.8%
+59.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.1% | +5.1% |
| 7D | +9.5% | +3.9% | +5.6% | +8.7% |
| 30D | +6.6% | +19.0% | -12.4% | +3.5% |
| 3M | +11.0% | +17.6% | -6.6% | +7.9% |
| 6M | +29.9% | +21.0% | +8.9% | +25.8% |
| YTD | +71.4% | +14.1% | +57.4% | +65.9% |
| 1Y | +88.6% | +29.4% | +59.2% | +74.0% |
| All | +88.6% | +28.8% | +59.8% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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