+1,114.6%
IRM vs UUUU
-91.9%
+1,206.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | +1.6% | +2.8% | -1.2% | +1.5% |
| 30D | -4.2% | +3.4% | -7.6% | -4.5% |
| 3M | -5.4% | -3.9% | -1.5% | -5.4% |
| 6M | +12.0% | -23.2% | +35.2% | +13.0% |
| YTD | +42.0% | +0.6% | +41.5% | +40.2% |
| 1Y | +29.9% | +22.9% | +7.0% | +25.8% |
| 3Y | +104.4% | +98.6% | +5.7% | +88.5% |
| 5Y | +191.0% | +130.2% | +60.8% | +161.3% |
| 10Y | +417.1% | +519.5% | -102.4% | +319.6% |
| All | +1,114.6% | -91.9% | +1,206.6% | +865.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling