+361.8%
PCAR vs UUUU
+495.2%
-133.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.1% |
| 7D | -1.6% | -5.0% | +3.5% | -1.2% |
| 30D | -7.3% | -7.8% | +0.5% | -6.8% |
| 3M | +7.8% | -0.4% | +8.2% | +7.4% |
| 6M | +3.6% | -32.9% | +36.5% | +5.8% |
| YTD | +12.9% | -6.3% | +19.1% | +11.2% |
| 1Y | +27.3% | +7.9% | +19.4% | +22.3% |
| 3Y | +61.9% | +85.2% | -23.3% | +43.1% |
| 5Y | +164.2% | +97.0% | +67.2% | +122.8% |
| All | +361.8% | +495.2% | -133.4% | +210.2% |
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