-13.3%
IBM vs UUUU
-55.1%
+41.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.7% |
| 7D | +0.4% | -14.4% | +14.9% | +0.5% |
| 30D | +14.8% | -33.6% | +48.4% | +15.0% |
| 3M | +8.9% | -44.2% | +53.1% | +9.3% |
| 6M | +12.4% | -66.8% | +79.2% | +13.0% |
| YTD | -12.4% | -50.6% | +38.2% | -12.0% |
| 1Y | -13.3% | -57.8% | +44.5% | -13.0% |
| All | -13.3% | -55.1% | +41.9% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling