+2.3%
IP vs UUUU
-55.1%
+57.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +3.4% | -14.4% | +17.8% | +4.4% |
| 30D | +11.2% | -33.6% | +44.9% | +14.0% |
| 3M | -14.8% | -44.2% | +29.4% | -11.7% |
| 6M | +17.3% | -66.8% | +84.1% | +23.1% |
| YTD | -6.2% | -50.6% | +44.4% | -2.1% |
| 1Y | +2.3% | -57.8% | +60.1% | +7.3% |
| All | +2.3% | -55.1% | +57.5% | +7.3% |
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