+169.5%
PR vs UUUU
+537.4%
-368.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.8% |
| 3M | +16.9% | -16.7% | +33.6% | +19.3% |
| 6M | +28.2% | -33.7% | +61.9% | +34.1% |
| YTD | +69.3% | -0.5% | +69.8% | +57.1% |
| 1Y | +69.5% | +28.9% | +40.7% | +40.5% |
| 3Y | +81.7% | +99.9% | -18.2% | +22.5% |
| 5Y | +422.2% | +135.3% | +287.0% | +222.6% |
| 10Y | +110.4% | +518.4% | -408.0% | +4.5% |
| All | +169.5% | +537.4% | -368.0% | +34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling