+18.1%
IRM vs UUUU
+9.0%
+9.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | -1.4% |
| 7D | -1.8% | -5.0% | +3.2% | -1.3% |
| 30D | -7.8% | -7.8% | 0.0% | -7.1% |
| 3M | -7.9% | -0.4% | -7.4% | -8.3% |
| 6M | +6.3% | -32.9% | +39.2% | +8.7% |
| YTD | +38.2% | -6.3% | +44.4% | +35.9% |
| All | +18.1% | +9.0% | +9.2% | +9.3% |
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