+40.5%
IBB vs UUUU
-40.6%
+81.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +15.3% |
| 6M | +23.1% | -67.3% | +90.4% | +36.2% |
| YTD | +26.0% | -54.7% | +80.7% | +32.2% |
| 1Y | +30.4% | -57.4% | +87.8% | +37.1% |
| 3Y | +85.4% | -19.6% | +105.1% | +68.9% |
| All | +40.5% | -40.6% | +81.1% | +21.2% |
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 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