-0.8%
IP vs UUUU
-57.7%
+56.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.8% |
| 7D | -5.1% | -13.6% | +8.6% | -4.1% |
| 30D | +8.5% | -35.1% | +43.6% | +11.5% |
| 3M | -13.8% | -48.4% | +34.5% | -10.2% |
| 6M | +5.7% | -71.7% | +77.4% | +11.9% |
| YTD | -9.1% | -54.2% | +45.1% | -4.5% |
| 1Y | -0.8% | -56.0% | +55.1% | +4.4% |
| All | -0.8% | -57.7% | +56.9% | +4.4% |
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