+203.6%
TGT vs UUUU
+465.5%
-261.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.5% |
| 7D | -5.2% | -10.5% | +5.3% | -4.4% |
| 30D | +1.2% | -10.5% | +11.7% | +2.0% |
| 3M | +18.4% | -14.1% | +32.5% | +19.3% |
| 6M | +33.4% | -35.5% | +68.9% | +36.7% |
| YTD | +63.8% | -10.9% | +74.7% | +61.1% |
| 1Y | +77.2% | +3.4% | +73.8% | +68.9% |
| 3Y | +41.8% | +73.1% | -31.3% | +23.4% |
| 5Y | -25.5% | +87.1% | -112.7% | -37.8% |
| All | +203.6% | +465.5% | -261.9% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling