-82.0%
IRE vs UUUU
-35.0%
-47.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.0% | +9.2% | +9.0% |
| 7D | +58.9% | +2.8% | +56.1% | +54.2% |
| 30D | +17.2% | +3.4% | +13.8% | +13.3% |
| 3M | -58.6% | -3.9% | -54.7% | -52.2% |
| 6M | -23.5% | -23.2% | -0.3% | +11.6% |
| YTD | -47.4% | +0.6% | -48.0% | -15.3% |
| All | -82.0% | -35.0% | -47.0% | -79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling