+606.1%
PCAR vs UUUU
-92.0%
+698.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | +0.1% |
| 7D | -0.5% | -1.4% | +0.9% | -0.4% |
| 30D | -6.2% | +16.3% | -22.6% | -7.3% |
| 3M | +5.9% | -16.7% | +22.6% | +6.8% |
| 6M | +0.4% | -33.7% | +34.1% | +2.3% |
| YTD | +14.8% | -0.5% | +15.3% | +13.0% |
| 1Y | +30.1% | +28.9% | +1.3% | +24.4% |
| 3Y | +66.7% | +99.9% | -33.2% | +50.3% |
| 5Y | +166.1% | +135.3% | +30.8% | +130.1% |
| 10Y | +353.7% | +518.4% | -164.7% | +239.2% |
| All | +606.1% | -92.0% | +698.1% | +421.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling