+85.0%
PR vs UUUU
+96.9%
-11.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.7% |
| 7D | +2.9% | -1.4% | +4.3% | +3.0% |
| 30D | +18.0% | +16.3% | +1.7% | +16.7% |
| 3M | +16.9% | -16.7% | +33.6% | +18.0% |
| 6M | +28.2% | -33.7% | +61.9% | +30.9% |
| YTD | +69.3% | -0.5% | +69.8% | +64.0% |
| 1Y | +69.5% | +28.9% | +40.7% | +53.4% |
| All | +85.0% | +96.9% | -11.9% | +42.4% |
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