+5,906.0%
TGT vs SU
+61,690.9%
-55,784.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -5.0% | +1.7% | -6.7% | -5.0% |
| 30D | +3.0% | +9.6% | -6.6% | +3.0% |
| 3M | +22.6% | +11.7% | +10.9% | +22.6% |
| 6M | +31.2% | +21.9% | +9.3% | +31.2% |
| YTD | +63.7% | +58.6% | +5.1% | +63.7% |
| 1Y | +78.5% | +66.5% | +12.0% | +78.4% |
| 3Y | +40.5% | +121.4% | -80.9% | +40.5% |
| 5Y | -25.6% | +355.7% | -381.3% | -25.6% |
| 10Y | +204.7% | +264.2% | -59.5% | +204.5% |
| All | +5,906.0% | +61,690.9% | -55,784.9% | +5,960.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling