+191.8%
IRM vs UUUU
+111.0%
+80.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | -1.3% |
| 7D | -1.8% | -5.0% | +3.2% | -1.2% |
| 30D | -7.8% | -7.8% | 0.0% | -7.1% |
| 3M | -7.9% | -0.4% | -7.4% | -8.4% |
| 6M | +6.3% | -32.9% | +39.2% | +9.7% |
| YTD | +38.2% | -6.3% | +44.4% | +35.2% |
| 1Y | +19.8% | +7.9% | +11.9% | +13.0% |
| 3Y | +98.8% | +85.2% | +13.6% | +66.2% |
| 5Y | +191.8% | +97.0% | +94.8% | +131.9% |
| All | +191.8% | +111.0% | +80.8% | +131.9% |
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