+287.1%
PCAR vs UUUU
+370.7%
-83.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.4% |
| 7D | +4.9% | -1.1% | +6.0% | +5.0% |
| 30D | -1.4% | -21.0% | +19.6% | +0.3% |
| 3M | -18.1% | -54.8% | +36.7% | -13.2% |
| 6M | -4.0% | -67.3% | +63.3% | +4.0% |
| YTD | -1.5% | -54.7% | +53.2% | +2.6% |
| 1Y | +13.2% | -57.4% | +70.6% | +18.0% |
| 3Y | +35.8% | -19.6% | +55.4% | +28.2% |
| 5Y | +114.6% | -40.0% | +154.7% | +100.1% |
| All | +287.1% | +370.7% | -83.6% | +174.2% |
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