+48.3%
UBER vs TGT
+39.8%
+8.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.3% |
| 7D | -4.5% | -5.0% | +0.6% | -3.6% |
| 30D | -7.6% | +3.0% | -10.7% | -8.2% |
| 3M | +5.8% | +22.6% | -16.9% | +2.0% |
| 6M | +0.3% | +31.2% | -30.9% | -4.5% |
| YTD | -11.2% | +63.7% | -74.9% | -18.8% |
| 1Y | -23.0% | +78.5% | -101.5% | -30.8% |
| All | +48.3% | +39.8% | +8.5% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling