-97.5%
IRE vs UUUU
-58.0%
-39.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -3.6% | -9.9% | -8.1% |
| 7D | +11.1% | +1.4% | +9.7% | +8.8% |
| 30D | -75.2% | -27.9% | -47.2% | -55.5% |
| 3M | -86.4% | -53.8% | -32.5% | -53.6% |
| 6M | -94.8% | -68.1% | -26.7% | -67.7% |
| YTD | -93.3% | -54.1% | -39.2% | -72.8% |
| 1Y | -97.5% | -57.8% | -39.7% | -89.1% |
| All | -97.5% | -58.0% | -39.5% | -89.1% |
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