+1.6%
PG vs UUUU
+74.5%
-72.9%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +1.5% |
| 7D | -0.8% | -10.5% | +9.7% | -1.0% |
| 30D | +0.8% | -10.5% | +11.3% | +0.7% |
| 3M | -1.3% | -14.1% | +12.8% | -1.5% |
| 6M | -3.8% | -35.5% | +31.7% | -4.2% |
| YTD | +3.6% | -10.9% | +14.6% | +3.9% |
| 1Y | -5.7% | +3.4% | -9.1% | -5.1% |
| 3Y | +1.6% | +73.1% | -71.5% | +4.0% |
| All | +1.6% | +74.5% | -72.9% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling