+73.2%
PR vs UUUU
-18.4%
+91.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.9% | +1.9% |
| 7D | -16.4% | -13.6% | -2.8% | -15.7% |
| 30D | -1.9% | -35.1% | +33.2% | +0.4% |
| 3M | +8.0% | -48.4% | +56.3% | +11.7% |
| 6M | +4.1% | -71.7% | +75.8% | +12.0% |
| YTD | +58.7% | -54.2% | +112.9% | +60.5% |
| 1Y | +75.8% | -56.0% | +131.8% | +77.7% |
| 3Y | +73.2% | -13.1% | +86.2% | +39.7% |
| All | +73.2% | -18.4% | +91.5% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling