+41.7%
TGT vs TE
-27.3%
+69.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | -1.0% |
| 7D | -5.0% | +0.9% | -5.9% | -5.1% |
| 30D | +3.0% | -16.3% | +19.3% | +3.5% |
| 3M | +22.6% | -40.8% | +63.4% | +23.7% |
| 6M | +31.2% | -42.6% | +73.8% | +31.4% |
| YTD | +63.7% | -31.4% | +95.1% | +61.8% |
| 1Y | +78.5% | +144.9% | -66.4% | +63.9% |
| All | +41.7% | -27.3% | +69.0% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling