+185.4%
IVZ vs UUUU
-92.0%
+277.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +0.6% | -1.4% | +2.0% | +0.8% |
| 30D | +4.0% | +16.3% | -12.3% | +2.2% |
| 3M | +18.2% | -16.7% | +34.9% | +19.8% |
| 6M | +32.8% | -33.7% | +66.5% | +37.0% |
| YTD | +28.7% | -0.5% | +29.2% | +25.7% |
| 1Y | +55.4% | +28.9% | +26.5% | +45.4% |
| 3Y | +135.2% | +99.9% | +35.3% | +102.2% |
| 5Y | +64.2% | +135.3% | -71.1% | +34.2% |
| 10Y | +64.6% | +518.4% | -453.8% | +10.9% |
| All | +185.4% | -92.0% | +277.4% | +94.4% |
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