+6,432.7%
TRV vs TGT
+6,106.6%
+326.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.2% |
| 7D | +0.2% | -3.6% | +3.8% | +1.2% |
| 30D | -2.3% | +4.4% | -6.7% | -3.6% |
| 3M | +22.7% | +25.4% | -2.7% | +14.8% |
| 6M | +21.9% | +33.4% | -11.4% | +11.8% |
| YTD | +27.5% | +65.6% | -38.1% | +9.7% |
| 1Y | +36.2% | +80.3% | -44.0% | +14.1% |
| 3Y | +140.6% | +42.1% | +98.5% | +105.8% |
| 5Y | +154.5% | -25.0% | +179.5% | +151.8% |
| 10Y | +295.4% | +208.2% | +87.2% | +141.4% |
| All | +6,432.7% | +6,106.6% | +326.0% | +1,594.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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