+12.2%
IOT vs UUUU
+27.9%
-15.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.7% |
| 7D | -2.3% | -1.4% | -1.0% | -2.3% |
| 30D | +3.8% | +16.3% | -12.5% | +3.9% |
| 3M | +14.2% | -16.7% | +30.9% | +14.6% |
| 6M | +40.1% | -33.7% | +73.8% | +40.9% |
| YTD | +13.4% | -0.5% | +13.9% | +12.9% |
| 1Y | +12.2% | +28.9% | -16.7% | +10.7% |
| All | +12.2% | +27.9% | -15.8% | +10.7% |
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 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