+134.8%
PPL vs UUUU
-96.0%
+230.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.8% | -10.0% | -0.6% |
| 7D | -1.2% | -1.1% | -0.1% | -1.2% |
| 30D | +4.2% | -26.6% | +30.8% | +5.1% |
| 3M | +1.5% | -48.3% | +49.8% | +3.4% |
| 6M | +1.0% | -65.8% | +66.9% | +4.0% |
| YTD | +4.4% | -49.7% | +54.1% | +5.5% |
| 1Y | +0.8% | -53.3% | +54.0% | +1.9% |
| 3Y | +56.5% | -7.4% | +63.8% | +52.4% |
| 5Y | +47.7% | -33.4% | +81.0% | +43.3% |
| 10Y | +64.4% | +441.5% | -377.1% | +44.9% |
| All | +134.8% | -96.0% | +230.8% | +107.8% |
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