+65.1%
TGT vs OPEN
-88.9%
+154.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.6% | +4.0% | +0.6% |
| 7D | +2.6% | -15.0% | +17.6% | +3.8% |
| 30D | +4.7% | -40.2% | +44.9% | +8.1% |
| 3M | +4.6% | -67.4% | +71.9% | +12.4% |
| 6M | +34.9% | -74.0% | +108.9% | +46.5% |
| YTD | +70.9% | -79.6% | +150.5% | +87.6% |
| 1Y | +84.4% | -86.1% | +170.5% | +107.1% |
| 3Y | +69.1% | -41.4% | +110.5% | +49.4% |
| 5Y | -26.9% | -94.9% | +67.9% | -31.9% |
| All | +65.1% | -88.9% | +154.1% | +41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling