+41.8%
TGT vs NI
+68.9%
-27.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.2% | 0.0% | -5.3% | -5.2% |
| 30D | +1.2% | -1.4% | +2.6% | +1.5% |
| 3M | +18.4% | -10.6% | +29.0% | +22.2% |
| 6M | +33.4% | -9.3% | +42.8% | +37.1% |
| YTD | +63.8% | +1.1% | +62.7% | +62.7% |
| 1Y | +77.2% | +3.4% | +73.8% | +74.7% |
| 3Y | +41.8% | +67.9% | -26.1% | +10.6% |
| All | +41.8% | +68.9% | -27.1% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling