-25.0%
TGT vs OPEN
-84.0%
+59.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -3.0% |
| 7D | -3.6% | -2.9% | -0.7% | -3.4% |
| 30D | +4.4% | -13.8% | +18.2% | +5.5% |
| 3M | +25.4% | -30.9% | +56.2% | +28.3% |
| 6M | +33.4% | -40.9% | +74.3% | +37.6% |
| YTD | +65.6% | -48.5% | +114.1% | +71.7% |
| 1Y | +80.3% | -50.9% | +131.2% | +81.5% |
| 3Y | +42.1% | -20.6% | +62.8% | +22.3% |
| 5Y | -25.0% | -84.2% | +59.2% | -34.8% |
| All | -25.0% | -84.0% | +59.0% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling