-1.7%
IP vs UUUU
-55.4%
+53.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.8% | -6.9% | +2.2% |
| 7D | -3.0% | -1.1% | -1.9% | -3.0% |
| 30D | +10.6% | -26.6% | +37.2% | +12.6% |
| 3M | -13.6% | -48.3% | +34.7% | -10.3% |
| 6M | +10.4% | -65.8% | +76.2% | +15.6% |
| YTD | -6.5% | -49.7% | +43.2% | -2.3% |
| All | -1.7% | -55.4% | +53.7% | +2.9% |
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