+17.0%
PG vs UUUU
-55.1%
+72.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.1% | +3.2% |
| 7D | +5.7% | -14.4% | +20.1% | +5.1% |
| 30D | +15.4% | -33.6% | +49.1% | +14.0% |
| 3M | +13.8% | -44.2% | +58.0% | +11.9% |
| 6M | +18.3% | -66.8% | +85.1% | +15.2% |
| YTD | +20.1% | -50.6% | +70.8% | +21.4% |
| 1Y | +17.0% | -57.8% | +74.8% | +17.2% |
| All | +17.0% | -55.1% | +72.1% | +17.2% |
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 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