-91.9%
UUUU vs PFG
+255.9%
-347.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.5% |
| 7D | +2.8% | +6.0% | -3.2% | +0.5% |
| 30D | +3.4% | +2.2% | +1.2% | +2.4% |
| 3M | -3.9% | +10.4% | -14.2% | -7.8% |
| 6M | -23.2% | +27.8% | -51.0% | -30.1% |
| YTD | +0.6% | +33.6% | -33.1% | -10.0% |
| 1Y | +22.9% | +49.3% | -26.4% | +5.8% |
| 3Y | +98.6% | +69.7% | +28.9% | +61.7% |
| 5Y | +130.2% | +111.3% | +18.9% | +76.5% |
| 10Y | +519.5% | +240.3% | +279.2% | +293.0% |
| All | -91.9% | +255.9% | -347.8% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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