+250.3%
PH vs UUUU
+111.0%
+139.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.7% | -0.9% |
| 7D | -3.1% | -5.0% | +1.9% | -2.6% |
| 30D | -11.8% | -7.8% | -4.0% | -11.2% |
| 3M | +6.9% | -0.4% | +7.4% | +6.4% |
| 6M | -1.3% | -32.9% | +31.6% | +1.5% |
| YTD | +7.0% | -6.3% | +13.2% | +4.1% |
| 1Y | +23.1% | +7.9% | +15.2% | +14.5% |
| 3Y | +135.4% | +85.2% | +50.2% | +90.2% |
| 5Y | +250.3% | +97.0% | +153.4% | +173.5% |
| All | +250.3% | +111.0% | +139.3% | +173.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling