+302.6%
PG vs UUUU
-92.5%
+395.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.6% | +0.4% |
| 7D | -2.7% | -5.0% | +2.3% | -2.6% |
| 30D | -1.5% | -7.8% | +6.2% | -1.4% |
| 3M | -3.4% | -0.4% | -2.9% | -3.5% |
| 6M | -7.0% | -32.9% | +25.9% | -6.5% |
| YTD | +2.0% | -6.3% | +8.2% | +1.5% |
| 1Y | -6.5% | +7.9% | -14.4% | -7.5% |
| 3Y | +1.2% | +85.2% | -84.0% | -2.0% |
| 5Y | +12.8% | +97.0% | -84.2% | +7.9% |
| 10Y | +117.7% | +492.6% | -374.9% | +96.6% |
| All | +302.6% | -92.5% | +395.1% | +263.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling