+415.3%
PR vs UUUU
+126.1%
+289.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | +2.9% | -1.4% | +4.3% | +3.2% |
| 30D | +18.0% | +16.3% | +1.7% | +14.0% |
| 3M | +16.9% | -16.7% | +33.6% | +19.4% |
| 6M | +28.2% | -33.7% | +61.9% | +34.3% |
| YTD | +69.3% | -0.5% | +69.8% | +55.7% |
| 1Y | +69.5% | +28.9% | +40.7% | +36.0% |
| 3Y | +81.7% | +99.9% | -18.2% | +11.5% |
| All | +415.3% | +126.1% | +289.2% | +189.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling