-25.1%
TGT vs UUUU
+88.5%
-113.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -0.6% |
| 7D | -5.0% | -5.0% | 0.0% | -4.6% |
| 30D | +3.0% | -7.8% | +10.8% | +3.6% |
| 3M | +22.6% | -0.4% | +23.1% | +22.0% |
| 6M | +31.2% | -32.9% | +64.1% | +34.2% |
| YTD | +63.7% | -6.3% | +70.0% | +59.2% |
| 1Y | +78.5% | +7.9% | +70.6% | +66.7% |
| 3Y | +40.5% | +85.2% | -44.7% | +15.3% |
| All | -25.1% | +88.5% | -113.7% | -41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling