+20.4%
PFE vs UUUU
+4.2%
+16.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.9% | -0.6% |
| 7D | -4.0% | -5.0% | +1.0% | -4.1% |
| 30D | +3.9% | -7.8% | +11.7% | +3.7% |
| 3M | +9.9% | -0.4% | +10.3% | +10.1% |
| 6M | +5.3% | -32.9% | +38.2% | +4.5% |
| YTD | +16.8% | -6.3% | +23.0% | +16.9% |
| 1Y | +20.4% | +7.9% | +12.5% | +26.0% |
| All | +20.4% | +4.2% | +16.2% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling