+367.0%
PSX vs UUUU
+111.0%
+256.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.5% | -0.2% |
| 7D | +1.5% | -5.0% | +6.5% | +2.0% |
| 30D | +15.8% | -7.8% | +23.6% | +16.5% |
| 3M | +43.0% | -0.4% | +43.5% | +42.0% |
| 6M | +61.1% | -32.9% | +94.0% | +64.8% |
| YTD | +104.5% | -6.3% | +110.8% | +97.7% |
| 1Y | +102.5% | +7.9% | +94.6% | +87.6% |
| 3Y | +133.5% | +85.2% | +48.3% | +88.3% |
| 5Y | +367.0% | +97.0% | +270.0% | +256.9% |
| All | +367.0% | +111.0% | +256.0% | +256.9% |
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