+356.7%
PPG vs UUUU
-92.5%
+449.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.4% | -1.6% |
| 7D | -5.1% | -5.0% | -0.1% | -4.9% |
| 30D | -9.6% | -7.8% | -1.8% | -9.2% |
| 3M | -6.4% | -0.4% | -6.0% | -6.6% |
| 6M | +0.5% | -32.9% | +33.4% | +2.2% |
| YTD | +4.4% | -6.3% | +10.7% | +3.5% |
| 1Y | -0.9% | +7.9% | -8.8% | -3.5% |
| 3Y | -17.0% | +85.2% | -102.1% | -23.5% |
| 5Y | -23.7% | +97.0% | -120.6% | -31.5% |
| 10Y | +25.9% | +492.6% | -466.7% | -0.2% |
| All | +356.7% | -92.5% | +449.2% | +265.0% |
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