-23.1%
PPG vs UUUU
+79.1%
-102.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.8% |
| 7D | -6.2% | -10.5% | +4.3% | -5.4% |
| 30D | -7.9% | -10.5% | +2.6% | -7.2% |
| 3M | -10.2% | -14.1% | +3.9% | -9.5% |
| 6M | +2.7% | -35.5% | +38.1% | +5.3% |
| YTD | +4.9% | -10.9% | +15.8% | +4.0% |
| 1Y | -3.2% | +3.4% | -6.5% | -7.0% |
| 3Y | -17.0% | +73.1% | -90.1% | -27.5% |
| All | -23.1% | +79.1% | -102.2% | -35.2% |
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