+218.5%
PWR vs UUUU
+74.5%
+143.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.0% | +10.1% | +6.0% |
| 7D | +4.2% | -10.5% | +14.7% | +6.1% |
| 30D | -4.0% | -10.5% | +6.5% | -2.6% |
| 3M | -4.8% | -14.1% | +9.4% | -3.2% |
| 6M | +14.6% | -35.5% | +50.1% | +21.0% |
| YTD | +54.2% | -10.9% | +65.2% | +52.9% |
| 1Y | +67.1% | +3.4% | +63.8% | +56.7% |
| 3Y | +218.5% | +73.1% | +145.3% | +145.8% |
| All | +218.5% | +74.5% | +143.9% | +145.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling