-83.2%
IRE vs UUUU
-35.3%
-47.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.5% | -6.3% | -6.2% |
| 7D | +29.0% | +1.8% | +27.2% | +26.7% |
| 30D | +24.2% | +1.8% | +22.4% | +22.6% |
| 3M | -53.2% | +1.3% | -54.4% | -49.0% |
| 6M | -36.0% | -26.8% | -9.3% | -2.6% |
| YTD | -51.0% | +0.1% | -51.1% | -20.6% |
| All | -83.2% | -35.3% | -47.9% | -80.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling