+21.2%
IP vs UUUU
+519.5%
-498.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.1% | -2.1% |
| 7D | +0.1% | +2.8% | -2.7% | -0.2% |
| 30D | -11.2% | +3.4% | -14.6% | -11.6% |
| 3M | +12.3% | -3.9% | +16.2% | +12.3% |
| 6M | -5.2% | -23.2% | +17.9% | -4.2% |
| YTD | -4.0% | +0.6% | -4.5% | -6.1% |
| 1Y | -19.2% | +22.9% | -42.1% | -23.7% |
| 3Y | +20.3% | +98.6% | -78.3% | +4.3% |
| 5Y | -17.5% | +130.2% | -147.7% | -32.9% |
| 10Y | +21.2% | +519.5% | -498.3% | -26.8% |
| All | +21.2% | +519.5% | -498.3% | -26.8% |
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