+78.5%
TGT vs RVTY
+43.1%
+35.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.7% |
| 7D | -5.0% | -7.4% | +2.4% | -3.6% |
| 30D | +3.0% | +4.5% | -1.5% | +2.1% |
| 3M | +22.6% | +19.5% | +3.1% | +17.8% |
| 6M | +31.2% | +34.1% | -2.9% | +22.9% |
| YTD | +63.7% | +25.3% | +38.4% | +53.9% |
| 1Y | +78.5% | +47.0% | +31.5% | +60.1% |
| All | +78.5% | +43.1% | +35.4% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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