+72.9%
PBR vs UUUU
-55.1%
+128.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.1% | -7.0% |
| 7D | -11.0% | -14.4% | +3.4% | -10.6% |
| 30D | -18.8% | -33.6% | +14.9% | -17.8% |
| 3M | +7.8% | -44.2% | +52.0% | +9.4% |
| 6M | -7.6% | -66.8% | +59.2% | -3.5% |
| YTD | +72.7% | -50.6% | +123.3% | +76.8% |
| 1Y | +72.9% | -57.8% | +130.7% | +78.7% |
| All | +72.9% | -55.1% | +128.1% | +78.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling