+69.9%
PR vs UUUU
-58.9%
+128.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.8% | +8.7% | +0.8% |
| 7D | -9.5% | -6.9% | -2.6% | -9.6% |
| 30D | -5.7% | -32.3% | +26.6% | -6.5% |
| 3M | +3.0% | -52.8% | +55.8% | +1.4% |
| 6M | +11.8% | -68.5% | +80.3% | +10.3% |
| YTD | +58.5% | -53.6% | +112.1% | +58.4% |
| 1Y | +69.9% | -59.1% | +129.0% | +70.5% |
| All | +69.9% | -58.9% | +128.7% | +70.5% |
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