+26.6%
PCAR vs UUUU
+11.2%
+15.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -0.2% | +1.8% | -2.0% | -0.3% |
| 30D | -6.9% | +1.8% | -8.7% | -7.0% |
| 3M | +2.1% | +1.3% | +0.8% | +1.8% |
| 6M | +1.6% | -26.8% | +28.4% | +2.1% |
| YTD | +12.2% | +0.1% | +12.2% | +13.4% |
| All | +26.6% | +11.2% | +15.3% | +33.9% |
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