+2,491.9%
PWR vs UUUU
-92.0%
+2,583.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | +2.7% | +1.8% | +0.8% | +2.5% |
| 30D | -5.1% | +1.8% | -6.9% | -5.5% |
| 3M | -9.4% | +1.3% | -10.6% | -9.8% |
| 6M | +10.4% | -26.8% | +37.2% | +13.0% |
| YTD | +48.6% | +0.1% | +48.6% | +46.4% |
| 1Y | +68.0% | +11.2% | +56.8% | +61.6% |
| 3Y | +204.7% | +97.7% | +107.0% | +169.3% |
| 5Y | +451.9% | +127.3% | +324.6% | +368.0% |
| 10Y | +2,425.3% | +532.6% | +1,892.7% | +1,709.8% |
| All | +2,491.9% | -92.0% | +2,583.8% | +1,760.1% |
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