+48.0%
TGT vs NDAQ
+91.6%
-43.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.5% |
| 7D | -0.6% | -2.6% | +1.9% | +0.1% |
| 30D | +9.5% | +0.5% | +9.0% | +9.3% |
| 3M | +32.3% | +9.9% | +22.3% | +28.3% |
| 6M | +37.0% | +8.2% | +28.8% | +33.3% |
| YTD | +71.0% | -1.5% | +72.5% | +71.3% |
| 1Y | +85.0% | +1.3% | +83.7% | +82.8% |
| All | +48.0% | +91.6% | -43.6% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling