+82.2%
PR vs UUUU
+377.1%
-294.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.6% | +5.6% | +2.8% |
| 7D | +6.7% | +1.4% | +5.3% | +6.1% |
| 30D | -6.1% | -27.9% | +21.8% | -0.1% |
| 3M | +6.9% | -53.8% | +60.7% | +23.7% |
| 6M | +14.6% | -68.1% | +82.7% | +41.0% |
| YTD | +66.1% | -54.1% | +120.2% | +78.5% |
| 1Y | +77.0% | -57.8% | +134.8% | +91.8% |
| 3Y | +93.8% | -15.4% | +109.3% | +53.4% |
| 5Y | +268.2% | -39.2% | +307.5% | +197.4% |
| All | +82.2% | +377.1% | -294.9% | +7.3% |
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