+441.5%
PWR vs UUUU
+88.5%
+353.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -0.1% |
| 7D | -0.2% | -5.0% | +4.8% | +0.7% |
| 30D | -7.7% | -7.8% | 0.0% | -6.7% |
| 3M | -4.9% | -0.4% | -4.5% | -5.6% |
| 6M | +9.7% | -32.9% | +42.6% | +15.9% |
| YTD | +46.7% | -6.3% | +52.9% | +43.4% |
| 1Y | +58.7% | +7.9% | +50.8% | +46.4% |
| 3Y | +200.7% | +85.2% | +115.5% | +131.1% |
| All | +441.5% | +88.5% | +353.0% | +290.9% |
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