+70.3%
PR vs UUUU
+399.3%
-329.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.8% | +8.7% | +2.6% |
| 7D | -9.5% | -6.9% | -2.6% | -8.3% |
| 30D | -5.7% | -32.3% | +26.6% | +1.7% |
| 3M | +3.0% | -52.8% | +55.8% | +18.7% |
| 6M | +11.8% | -68.5% | +80.3% | +37.9% |
| YTD | +58.5% | -53.6% | +112.1% | +70.0% |
| 1Y | +69.9% | -59.1% | +129.0% | +85.5% |
| 3Y | +84.9% | -14.7% | +99.6% | +46.1% |
| 5Y | +246.4% | -35.4% | +281.9% | +176.0% |
| 10Y | +70.3% | +378.0% | -307.7% | -0.3% |
| All | +70.3% | +399.3% | -329.0% | -0.3% |
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