+77.0%
PR vs UUUU
-58.0%
+135.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.6% | +5.6% | +2.0% |
| 7D | +6.7% | +1.4% | +5.3% | +6.7% |
| 30D | -6.1% | -27.9% | +21.8% | -6.8% |
| 3M | +6.9% | -53.8% | +60.7% | +5.3% |
| 6M | +14.6% | -68.1% | +82.7% | +13.2% |
| YTD | +66.1% | -54.1% | +120.2% | +65.5% |
| 1Y | +77.0% | -57.8% | +134.8% | +77.0% |
| All | +77.0% | -58.0% | +135.0% | +77.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling