+5,906.0%
TGT vs NI
+5,096.4%
+809.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -5.0% | -0.6% | -4.5% | -4.9% |
| 30D | +3.0% | -1.4% | +4.4% | +3.4% |
| 3M | +22.6% | -10.6% | +33.2% | +26.9% |
| 6M | +31.2% | -9.9% | +41.1% | +35.4% |
| YTD | +63.7% | +1.2% | +62.5% | +62.5% |
| 1Y | +78.5% | +4.4% | +74.1% | +75.1% |
| 3Y | +40.5% | +68.6% | -28.1% | +16.6% |
| 5Y | -25.6% | +98.0% | -123.6% | -41.8% |
| 10Y | +204.7% | +143.6% | +61.1% | +114.1% |
| All | +5,906.0% | +5,096.4% | +809.6% | +1,462.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling