+154.0%
IVZ vs UUUU
-2.8%
+156.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +9.8% | -3.0% | +5.6% |
| 7D | +4.1% | -1.1% | +5.2% | +4.2% |
| 30D | -2.0% | -26.6% | +24.6% | +1.1% |
| 3M | -7.8% | -48.3% | +40.5% | -1.6% |
| 6M | +6.3% | -65.8% | +72.1% | +17.3% |
| YTD | +12.6% | -49.7% | +62.3% | +17.5% |
| 1Y | +27.6% | -53.3% | +80.9% | +33.7% |
| 3Y | +154.0% | -7.4% | +161.4% | +124.0% |
| All | +154.0% | -2.8% | +156.8% | +124.0% |
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