-1.4%
PPL vs UUUU
-58.0%
+56.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.5% |
| 7D | -2.2% | +1.4% | -3.6% | -2.2% |
| 30D | +1.7% | -27.9% | +29.6% | +1.3% |
| 3M | +0.1% | -53.8% | +54.0% | -0.8% |
| 6M | -1.5% | -68.1% | +66.6% | -2.9% |
| YTD | +3.0% | -54.1% | +57.0% | +3.6% |
| 1Y | -1.4% | -57.8% | +56.3% | -1.1% |
| All | -1.4% | -58.0% | +56.6% | -1.1% |
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