+54.0%
PPL vs UUUU
+519.5%
-465.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | +1.8% | +2.8% | -1.0% | +1.6% |
| 30D | -1.1% | +3.4% | -4.5% | -1.3% |
| 3M | 0.0% | -3.9% | +3.9% | -0.1% |
| 6M | -7.6% | -23.2% | +15.6% | -7.1% |
| YTD | +1.7% | +0.6% | +1.2% | +0.2% |
| 1Y | +1.5% | +22.9% | -21.3% | -2.0% |
| 3Y | +55.3% | +98.6% | -43.4% | +42.5% |
| 5Y | +37.7% | +130.2% | -92.5% | +21.7% |
| 10Y | +54.0% | +519.5% | -465.5% | +14.0% |
| All | +54.0% | +519.5% | -465.5% | +14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling