+88.6%
TGT vs NI
+9.5%
+79.1%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.5% | +4.1% | +5.3% |
| 7D | +9.5% | +3.9% | +5.6% | +8.7% |
| 30D | +6.6% | +15.3% | -8.7% | +3.9% |
| 3M | +11.0% | +2.4% | +8.6% | +10.9% |
| 6M | +29.9% | -4.5% | +34.4% | +32.5% |
| YTD | +71.4% | +11.4% | +60.1% | +69.8% |
| 1Y | +88.6% | +8.5% | +80.1% | +89.4% |
| All | +88.6% | +9.5% | +79.1% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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