+80.6%
IONS vs UUUU
+465.5%
-384.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.0% | +2.4% | -2.1% |
| 7D | -6.7% | -10.5% | +3.8% | -5.7% |
| 30D | -4.1% | -10.5% | +6.4% | -3.2% |
| 3M | -26.6% | -14.1% | -12.4% | -25.9% |
| 6M | -27.5% | -35.5% | +8.0% | -25.5% |
| YTD | -31.5% | -10.9% | -20.5% | -32.5% |
| 1Y | -15.3% | +3.4% | -18.7% | -19.2% |
| 3Y | +31.3% | +73.1% | -41.8% | +13.7% |
| 5Y | +50.2% | +87.1% | -36.9% | +24.6% |
| All | +80.6% | +465.5% | -384.9% | +27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling