+50.4%
IJH vs UUUU
+74.5%
-24.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.2% |
| 7D | -1.9% | -10.5% | +8.6% | -1.1% |
| 30D | -4.6% | -10.5% | +5.9% | -4.0% |
| 3M | -1.2% | -14.1% | +13.0% | -0.4% |
| 6M | +9.4% | -35.5% | +44.9% | +11.8% |
| YTD | +13.3% | -10.9% | +24.3% | +12.2% |
| 1Y | +13.4% | +3.4% | +10.0% | +9.3% |
| 3Y | +50.4% | +73.1% | -22.7% | +30.7% |
| All | +50.4% | +74.5% | -24.1% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling