-49.1%
PNR vs UUUU
+3.5%
-52.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.2% |
| 7D | -6.0% | -10.5% | +4.5% | -5.8% |
| 30D | -14.0% | -10.5% | -3.5% | -13.8% |
| 3M | -21.7% | -14.1% | -7.6% | -21.5% |
| 6M | -37.3% | -35.5% | -1.8% | -37.2% |
| YTD | -45.1% | -10.9% | -34.2% | -45.4% |
| 1Y | -49.1% | +3.4% | -52.5% | -47.6% |
| All | -49.1% | +3.5% | -52.6% | -47.6% |
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