+659.2%
TGT vs NDAQ
+2,627.5%
-1,968.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.6% | +1.3% | +1.4% | +2.3% |
| 30D | +4.7% | +18.0% | -13.3% | +0.2% |
| 3M | +4.6% | +11.5% | -7.0% | +1.5% |
| 6M | +34.9% | +21.1% | +13.8% | +27.8% |
| YTD | +70.9% | +12.8% | +58.1% | +64.1% |
| 1Y | +84.4% | +25.7% | +58.7% | +72.0% |
| 3Y | +69.1% | +116.8% | -47.7% | +36.0% |
| 5Y | -26.9% | +67.3% | -94.2% | -37.4% |
| 10Y | +207.6% | +473.3% | -265.7% | +93.4% |
| All | +659.2% | +2,627.5% | -1,968.4% | +270.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling