+88.6%
TGT vs Q
+19.7%
+68.9%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | +9.5% | -3.3% | +12.8% | +9.4% |
| 30D | +6.6% | -9.7% | +16.3% | +6.6% |
| 3M | +11.0% | -16.1% | +27.1% | +11.1% |
| 6M | +29.9% | -15.7% | +45.6% | +28.9% |
| YTD | +71.4% | +45.7% | +25.7% | +57.9% |
| 1Y | +88.6% | +18.0% | +70.6% | +83.5% |
| All | +88.6% | +19.7% | +68.9% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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