+58.2%
TGT vs OPEN
-74.0%
+132.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.5% | -0.7% |
| 7D | -5.0% | -10.5% | +5.5% | -4.3% |
| 30D | +3.0% | -21.8% | +24.8% | +4.7% |
| 3M | +22.6% | -37.5% | +60.1% | +26.1% |
| 6M | +31.2% | -44.1% | +75.3% | +35.5% |
| YTD | +63.7% | -52.0% | +115.7% | +70.1% |
| 1Y | +78.5% | -52.2% | +130.7% | +80.0% |
| 3Y | +40.5% | -25.9% | +66.5% | +23.7% |
| 5Y | -25.6% | -85.1% | +59.5% | -34.8% |
| All | +58.2% | -74.0% | +132.1% | +28.2% |
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