-44.6%
PNR vs UUUU
+27.9%
-72.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -2.4% | -1.4% | -1.0% | -2.3% |
| 30D | -12.8% | +16.3% | -29.1% | -13.0% |
| 3M | -17.0% | -16.7% | -0.3% | -17.0% |
| 6M | -37.4% | -33.7% | -3.8% | -37.7% |
| YTD | -41.6% | -0.5% | -41.1% | -41.9% |
| 1Y | -44.6% | +28.9% | -73.5% | -42.1% |
| All | -44.6% | +27.9% | -72.6% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling