+2,267.6%
PH vs UUUU
-91.9%
+2,359.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.8% |
| 7D | +0.4% | +2.8% | -2.4% | +0.2% |
| 30D | -10.8% | +3.4% | -14.2% | -11.2% |
| 3M | +8.5% | -3.9% | +12.3% | +8.4% |
| 6M | +3.9% | -23.2% | +27.1% | +5.0% |
| YTD | +9.4% | +0.6% | +8.9% | +7.1% |
| 1Y | +26.8% | +22.9% | +3.9% | +20.3% |
| 3Y | +140.8% | +98.6% | +42.2% | +112.6% |
| 5Y | +253.8% | +130.2% | +123.6% | +199.6% |
| 10Y | +792.3% | +519.5% | +272.9% | +547.0% |
| All | +2,267.6% | -91.9% | +2,359.5% | +1,597.5% |
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 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