+149.1%
IVZ vs UUUU
-96.3%
+245.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.8% | +7.7% | +0.7% |
| 7D | +2.2% | -6.9% | +9.1% | +2.9% |
| 30D | -2.2% | -32.3% | +30.2% | +1.8% |
| 3M | -8.4% | -52.8% | +44.4% | -1.3% |
| 6M | +6.2% | -68.5% | +74.6% | +18.7% |
| YTD | +12.4% | -53.6% | +66.0% | +18.6% |
| 1Y | +26.0% | -59.1% | +85.1% | +34.3% |
| 3Y | +147.9% | -14.7% | +162.5% | +133.1% |
| 5Y | +38.8% | -35.4% | +74.2% | +30.0% |
| 10Y | +44.6% | +378.0% | -333.4% | +1.5% |
| All | +149.1% | -96.3% | +245.4% | +83.4% |
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