+2,521.4%
PWR vs UUUU
+465.5%
+2,055.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.0% | +10.1% | +5.9% |
| 7D | +4.2% | -10.5% | +14.7% | +5.9% |
| 30D | -4.0% | -10.5% | +6.5% | -2.7% |
| 3M | -4.8% | -14.1% | +9.4% | -3.1% |
| 6M | +14.6% | -35.5% | +50.1% | +20.9% |
| YTD | +54.2% | -10.9% | +65.2% | +52.7% |
| 1Y | +67.1% | +3.4% | +63.8% | +58.1% |
| 3Y | +218.5% | +73.1% | +145.3% | +163.5% |
| 5Y | +466.3% | +87.1% | +379.1% | +340.0% |
| All | +2,521.4% | +465.5% | +2,055.9% | +1,388.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling