+662.0%
PBR vs UUUU
+465.5%
+196.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.1% | 0.0% |
| 7D | +5.4% | -10.5% | +15.9% | +7.2% |
| 30D | +22.9% | -10.5% | +33.4% | +24.6% |
| 3M | +19.6% | -14.1% | +33.8% | +21.2% |
| 6M | +16.5% | -35.5% | +52.0% | +21.6% |
| YTD | +86.7% | -10.9% | +97.6% | +80.6% |
| 1Y | +74.7% | +3.4% | +71.4% | +59.5% |
| 3Y | +102.6% | +73.1% | +29.4% | +55.4% |
| 5Y | +566.6% | +87.1% | +479.4% | +357.6% |
| All | +662.0% | +465.5% | +196.5% | +218.1% |
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