+95.5%
PEP vs UUUU
+370.7%
-275.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.6% | +2.3% |
| 7D | +2.9% | -1.1% | +4.0% | +2.9% |
| 30D | +12.5% | -21.0% | +33.5% | +13.2% |
| 3M | +4.5% | -54.8% | +59.3% | +6.9% |
| 6M | -0.5% | -67.3% | +66.9% | +2.6% |
| YTD | +4.4% | -54.7% | +59.1% | +5.7% |
| 1Y | +4.4% | -57.4% | +61.8% | +5.7% |
| 3Y | -3.4% | -19.6% | +16.2% | -6.3% |
| 5Y | +5.2% | -40.0% | +45.2% | +1.2% |
| All | +95.5% | +370.7% | -275.2% | +53.2% |
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