+81.2%
TGT vs URA
-29.1%
+110.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -1.0% |
| 7D | +2.6% | +4.5% | -1.9% | +2.6% |
| 30D | +6.6% | -13.4% | +20.0% | +6.7% |
| 3M | +5.2% | -28.4% | +33.6% | +5.6% |
| 6M | +35.3% | -40.5% | +75.8% | +36.5% |
| YTD | +70.3% | -24.3% | +94.6% | +65.4% |
| 1Y | +81.2% | -28.8% | +110.0% | +76.5% |
| All | +81.2% | -29.1% | +110.2% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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