+78.5%
TGT vs OPEN
-56.1%
+134.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.5% | -0.9% |
| 7D | -5.0% | -10.5% | +5.5% | -4.7% |
| 30D | +3.0% | -21.8% | +24.8% | +3.8% |
| 3M | +22.6% | -37.5% | +60.1% | +24.0% |
| 6M | +31.2% | -44.1% | +75.3% | +32.9% |
| YTD | +63.7% | -52.0% | +115.7% | +66.1% |
| 1Y | +78.5% | -52.2% | +130.7% | +81.2% |
| All | +78.5% | -56.1% | +134.6% | +81.2% |
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 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