+66.4%
TGT vs OPEN
-87.3%
+153.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | +0.3% |
| 7D | +0.5% | -31.1% | +31.5% | +2.9% |
| 30D | +6.7% | -34.7% | +41.3% | +9.5% |
| 3M | +8.4% | -61.9% | +70.3% | +15.3% |
| 6M | +40.7% | -71.9% | +112.6% | +52.1% |
| YTD | +72.2% | -76.6% | +148.8% | +87.3% |
| 1Y | +86.2% | -83.9% | +170.1% | +107.0% |
| 3Y | +68.8% | -34.4% | +103.2% | +48.1% |
| 5Y | -25.2% | -93.9% | +68.7% | -31.0% |
| All | +66.4% | -87.3% | +153.7% | +41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling