+26.0%
IVZ vs UUUU
-58.9%
+84.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.8% | +7.7% | +1.0% |
| 7D | +2.2% | -6.9% | +9.1% | +3.1% |
| 30D | -2.2% | -32.3% | +30.2% | +2.6% |
| 3M | -8.4% | -52.8% | +44.4% | 0.0% |
| 6M | +6.2% | -68.5% | +74.6% | +19.3% |
| YTD | +12.4% | -53.6% | +66.0% | +17.1% |
| 1Y | +26.0% | -59.1% | +85.1% | +33.0% |
| All | +26.0% | -58.9% | +84.9% | +33.0% |
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 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