+32.5%
PFE vs UUUU
+495.2%
-462.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.9% | -0.2% |
| 7D | -4.0% | -5.0% | +1.0% | -3.9% |
| 30D | +3.9% | -7.8% | +11.7% | +4.1% |
| 3M | +9.9% | -0.4% | +10.3% | +9.7% |
| 6M | +5.3% | -32.9% | +38.2% | +6.3% |
| YTD | +16.8% | -6.3% | +23.0% | +15.6% |
| 1Y | +20.4% | +7.9% | +12.5% | +17.5% |
| 3Y | -2.1% | +85.2% | -87.3% | -8.8% |
| 5Y | -21.0% | +97.0% | -117.9% | -28.7% |
| All | +32.5% | +495.2% | -462.7% | -0.6% |
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