+87.1%
PR vs UUUU
+519.5%
-432.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.0% |
| 7D | -0.6% | +2.8% | -3.4% | -1.2% |
| 30D | +17.4% | +3.4% | +14.0% | +16.1% |
| 3M | +21.8% | -3.9% | +25.6% | +20.7% |
| 6M | +27.6% | -23.2% | +50.8% | +29.4% |
| YTD | +71.4% | +0.6% | +70.9% | +58.4% |
| 1Y | +78.3% | +22.9% | +55.5% | +49.0% |
| 3Y | +85.5% | +98.6% | -13.2% | +23.9% |
| 5Y | +422.7% | +130.2% | +292.4% | +219.4% |
| 10Y | +87.1% | +519.5% | -432.4% | -8.1% |
| All | +87.1% | +519.5% | -432.4% | -8.1% |
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 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