+19.4%
INCY vs UUUU
-55.1%
+74.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.5% |
| 7D | +5.1% | -14.4% | +19.5% | +5.3% |
| 30D | +7.6% | -33.6% | +41.3% | +8.0% |
| 3M | +1.9% | -44.2% | +46.0% | +2.6% |
| 6M | +26.5% | -66.8% | +93.3% | +28.5% |
| YTD | +24.4% | -50.6% | +75.0% | +21.3% |
| 1Y | +19.4% | -57.8% | +77.2% | +16.3% |
| All | +19.4% | -55.1% | +74.5% | +16.3% |
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