+488.1%
IJH vs UUUU
-92.5%
+580.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.5% |
| 7D | -2.5% | -5.0% | +2.5% | -2.1% |
| 30D | -5.0% | -7.8% | +2.8% | -4.6% |
| 3M | +0.5% | -0.4% | +1.0% | +0.2% |
| 6M | +8.2% | -32.9% | +41.1% | +10.4% |
| YTD | +12.5% | -6.3% | +18.7% | +11.0% |
| 1Y | +14.4% | +7.9% | +6.5% | +10.6% |
| 3Y | +49.5% | +85.2% | -35.7% | +35.1% |
| 5Y | +47.8% | +97.0% | -49.2% | +29.7% |
| 10Y | +180.4% | +492.6% | -312.2% | +114.1% |
| All | +488.1% | -92.5% | +580.6% | +351.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling