+72.4%
UBER vs TGT
+157.1%
-84.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | -5.2% | -0.2% | -3.8% |
| 30D | -4.9% | +1.2% | -6.1% | -5.3% |
| 3M | +3.0% | +18.4% | -15.3% | -2.3% |
| 6M | -4.4% | +33.4% | -37.8% | -12.9% |
| YTD | -12.3% | +63.8% | -76.1% | -25.4% |
| 1Y | -24.3% | +77.2% | -101.5% | -37.4% |
| 3Y | +46.4% | +41.8% | +4.7% | +22.1% |
| 5Y | +79.7% | -25.5% | +105.2% | +82.6% |
| All | +72.4% | +157.1% | -84.7% | +18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling