+203.6%
TGT vs NDAQ
+368.2%
-164.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.3% |
| 7D | -5.2% | -5.6% | +0.3% | -2.9% |
| 30D | +1.2% | -4.4% | +5.5% | +3.1% |
| 3M | +18.4% | +5.9% | +12.5% | +15.1% |
| 6M | +33.4% | +7.7% | +25.7% | +28.2% |
| YTD | +63.8% | -5.2% | +69.0% | +65.3% |
| 1Y | +77.2% | -3.4% | +80.5% | +76.9% |
| 3Y | +41.8% | +85.6% | -43.8% | +3.4% |
| 5Y | -25.5% | +49.5% | -75.0% | -41.2% |
| All | +203.6% | +368.2% | -164.6% | +63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling