+284.1%
PEG vs UUUU
-92.0%
+376.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | -0.1% | +1.8% | -1.9% | -0.1% |
| 30D | -1.7% | +1.8% | -3.6% | -1.9% |
| 3M | -6.8% | +1.3% | -8.0% | -7.0% |
| 6M | -11.4% | -26.8% | +15.4% | -10.8% |
| YTD | -7.2% | +0.1% | -7.3% | -8.1% |
| 1Y | -6.1% | +11.2% | -17.4% | -7.9% |
| 3Y | +31.8% | +97.7% | -65.9% | +24.8% |
| 5Y | +35.6% | +127.3% | -91.7% | +25.8% |
| 10Y | +148.7% | +532.6% | -383.9% | +113.7% |
| All | +284.1% | -92.0% | +376.0% | +238.8% |
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