+61.8%
PCAR vs UUUU
+99.2%
-37.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.8% |
| 7D | 0.0% | +2.8% | -2.8% | -0.1% |
| 30D | -7.7% | +3.4% | -11.1% | -7.9% |
| 3M | +3.7% | -3.9% | +7.6% | +3.6% |
| 6M | +2.3% | -23.2% | +25.5% | +2.9% |
| YTD | +12.8% | +0.6% | +12.2% | +11.9% |
| 1Y | +27.8% | +22.9% | +4.9% | +24.5% |
| 3Y | +61.8% | +98.6% | -36.8% | +47.2% |
| All | +61.8% | +99.2% | -37.4% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling