+41.0%
INCY vs UUUU
+3.5%
+37.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | -1.5% |
| 7D | -4.2% | -10.5% | +6.3% | -4.3% |
| 30D | +0.6% | -10.5% | +11.1% | +0.5% |
| 3M | +12.6% | -14.1% | +26.8% | +12.7% |
| 6M | +28.3% | -35.5% | +63.8% | +27.9% |
| YTD | +23.0% | -10.9% | +33.9% | +24.0% |
| 1Y | +41.0% | +3.4% | +37.6% | +39.9% |
| All | +41.0% | +3.5% | +37.4% | +39.9% |
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