+267.7%
PR vs UUUU
-40.6%
+308.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.5% |
| 7D | +6.0% | -1.1% | +7.0% | +5.9% |
| 30D | -4.2% | -21.0% | +16.8% | -0.4% |
| 3M | +10.0% | -54.8% | +64.8% | +26.0% |
| 6M | +15.6% | -67.3% | +83.0% | +39.1% |
| YTD | +68.2% | -54.7% | +122.9% | +77.6% |
| 1Y | +79.2% | -57.4% | +136.6% | +89.8% |
| 3Y | +94.9% | -19.6% | +114.5% | +45.0% |
| All | +267.7% | -40.6% | +308.3% | +200.0% |
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 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