+138.7%
IVZ vs UUUU
+99.2%
+39.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.3% |
| 7D | +1.1% | +2.8% | -1.7% | +0.8% |
| 30D | +3.1% | +3.4% | -0.3% | +2.6% |
| 3M | +18.2% | -3.9% | +22.1% | +18.0% |
| 6M | +38.6% | -23.2% | +61.8% | +40.3% |
| YTD | +25.9% | +0.6% | +25.4% | +22.6% |
| 1Y | +51.7% | +22.9% | +28.8% | +42.2% |
| 3Y | +138.7% | +98.6% | +40.0% | +97.0% |
| All | +138.7% | +99.2% | +39.5% | +97.0% |
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