+203.6%
TGT vs SU
+267.2%
-63.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -5.2% | +2.2% | -7.5% | -5.5% |
| 30D | +1.2% | +8.4% | -7.3% | 0.0% |
| 3M | +18.4% | +12.1% | +6.3% | +16.2% |
| 6M | +33.4% | +19.7% | +13.8% | +29.4% |
| YTD | +63.8% | +58.4% | +5.4% | +52.0% |
| 1Y | +77.2% | +67.2% | +9.9% | +62.9% |
| 3Y | +41.8% | +125.0% | -83.3% | +24.1% |
| 5Y | -25.5% | +355.1% | -380.6% | -40.4% |
| All | +203.6% | +267.2% | -63.6% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling