+134.5%
PH vs UUUU
-17.1%
+151.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | +4.3% | -1.1% | +5.4% | +4.4% |
| 30D | +0.1% | -21.0% | +21.1% | +1.8% |
| 3M | -9.4% | -54.8% | +45.4% | -4.5% |
| 6M | +8.8% | -67.3% | +76.1% | +16.5% |
| YTD | +9.6% | -54.7% | +64.3% | +13.1% |
| 1Y | +14.4% | -57.4% | +71.9% | +18.3% |
| 3Y | +134.5% | -19.6% | +154.2% | +107.2% |
| All | +134.5% | -17.1% | +151.6% | +107.2% |
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 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