+5.3%
PPG vs UUUU
+27.9%
-22.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.6% |
| 7D | -1.5% | -1.4% | -0.1% | -1.4% |
| 30D | -5.0% | +16.3% | -21.3% | -5.7% |
| 3M | +1.1% | -16.7% | +17.8% | +1.4% |
| 6M | -3.2% | -33.7% | +30.5% | -3.1% |
| YTD | +11.9% | -0.5% | +12.4% | +13.9% |
| 1Y | +5.3% | +28.9% | -23.5% | +11.7% |
| All | +5.3% | +27.9% | -22.6% | +11.7% |
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