+101.7%
IRM vs UUUU
+74.5%
+27.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +2.5% |
| 7D | -1.4% | -10.5% | +9.1% | -0.5% |
| 30D | -7.4% | -10.5% | +3.1% | -6.6% |
| 3M | -7.4% | -14.1% | +6.8% | -6.5% |
| 6M | +8.7% | -35.5% | +44.1% | +11.6% |
| YTD | +40.9% | -10.9% | +51.9% | +39.6% |
| 1Y | +20.5% | +3.4% | +17.2% | +16.1% |
| 3Y | +101.7% | +73.1% | +28.6% | +77.0% |
| All | +101.7% | +74.5% | +27.2% | +77.0% |
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