-83.7%
IRE vs UUUU
-35.7%
-48.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.8% | +13.1% | +13.0% |
| 7D | +54.8% | -1.4% | +56.1% | +57.6% |
| 30D | +18.4% | +16.3% | +2.1% | -0.5% |
| 3M | -66.7% | -16.7% | -50.0% | -54.8% |
| 6M | -52.3% | -33.7% | -18.7% | -19.1% |
| YTD | -52.3% | -0.5% | -51.8% | -22.3% |
| All | -83.7% | -35.7% | -48.0% | -81.2% |
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 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