+990.2%
IBKR vs UUUU
+465.5%
+524.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.2% | +2.8% |
| 7D | -1.3% | -10.5% | +9.2% | 0.0% |
| 30D | -0.2% | -10.5% | +10.3% | +1.1% |
| 3M | +3.0% | -14.1% | +17.1% | +4.5% |
| 6M | +33.9% | -35.5% | +69.3% | +39.7% |
| YTD | +42.5% | -10.9% | +53.4% | +41.6% |
| 1Y | +44.9% | +3.4% | +41.5% | +38.8% |
| 3Y | +293.0% | +73.1% | +219.9% | +237.6% |
| 5Y | +497.7% | +87.1% | +410.5% | +383.2% |
| All | +990.2% | +465.5% | +524.7% | +548.1% |
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 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