+84.5%
PR vs UUUU
+370.7%
-286.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.5% |
| 7D | +6.0% | -1.1% | +7.0% | +5.9% |
| 30D | -4.2% | -21.0% | +16.8% | +0.1% |
| 3M | +10.0% | -54.8% | +64.8% | +27.9% |
| 6M | +15.6% | -67.3% | +83.0% | +41.4% |
| YTD | +68.2% | -54.7% | +122.9% | +81.2% |
| 1Y | +79.2% | -57.4% | +136.6% | +93.6% |
| 3Y | +94.9% | -19.6% | +114.5% | +56.3% |
| 5Y | +272.8% | -40.0% | +312.8% | +201.9% |
| All | +84.5% | +370.7% | -286.3% | +8.9% |
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