+88.6%
TGT vs OPEN
-72.7%
+161.3%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +13.8% | -8.2% | +4.6% |
| 7D | +9.5% | +3.7% | +5.8% | +9.0% |
| 30D | +6.6% | -14.3% | +20.9% | +7.4% |
| 3M | +11.0% | -51.9% | +62.9% | +15.4% |
| 6M | +29.9% | -61.4% | +91.3% | +36.1% |
| YTD | +71.4% | -66.0% | +137.5% | +79.3% |
| 1Y | +88.6% | -71.4% | +160.0% | +97.9% |
| All | +88.6% | -72.7% | +161.3% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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