+80.3%
TGT vs URI
+7.5%
+72.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.3% |
| 7D | -3.6% | +5.0% | -8.6% | -4.0% |
| 30D | +4.4% | -9.4% | +13.8% | +5.3% |
| 3M | +25.4% | -5.8% | +31.2% | +25.8% |
| 6M | +33.4% | +25.8% | +7.5% | +27.8% |
| YTD | +65.6% | +27.9% | +37.7% | +54.0% |
| 1Y | +80.3% | +9.7% | +70.6% | +72.8% |
| All | +80.3% | +7.5% | +72.8% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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