+23.7%
IP vs UUUU
+399.3%
-375.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.8% | +6.7% | -0.4% |
| 7D | 0.0% | -6.9% | +6.9% | +0.6% |
| 30D | +9.4% | -32.3% | +41.7% | +12.9% |
| 3M | -14.1% | -52.8% | +38.8% | -8.6% |
| 6M | +9.2% | -68.5% | +77.6% | +19.4% |
| YTD | -7.5% | -53.6% | +46.1% | -3.7% |
| 1Y | -2.8% | -59.1% | +56.3% | +1.9% |
| 3Y | +21.2% | -14.7% | +35.9% | +12.8% |
| 5Y | -11.5% | -35.4% | +24.0% | -18.9% |
| 10Y | +23.7% | +378.0% | -354.3% | -21.2% |
| All | +23.7% | +399.3% | -375.6% | -21.2% |
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