+123.1%
IBB vs UUUU
+370.7%
-247.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | -0.5% | -1.1% | +0.5% | -0.5% |
| 30D | +4.6% | -21.0% | +25.5% | +6.9% |
| 3M | +6.8% | -54.8% | +61.6% | +15.2% |
| 6M | +23.1% | -67.3% | +90.4% | +36.1% |
| YTD | +26.0% | -54.7% | +80.7% | +32.4% |
| 1Y | +30.4% | -57.4% | +87.8% | +37.3% |
| 3Y | +85.4% | -19.6% | +105.1% | +72.3% |
| 5Y | +39.7% | -40.0% | +79.8% | +28.0% |
| All | +123.1% | +370.7% | -247.6% | +50.2% |
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