+388.4%
IWM vs UUUU
-91.9%
+480.3%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | +1.4% | +2.8% | -1.4% | +1.2% |
| 30D | -2.3% | +3.4% | -5.7% | -2.7% |
| 3M | +4.0% | -3.9% | +7.8% | +3.9% |
| 6M | +17.9% | -23.2% | +41.1% | +19.4% |
| YTD | +20.2% | +0.6% | +19.7% | +18.1% |
| 1Y | +25.0% | +22.9% | +2.1% | +19.4% |
| 3Y | +66.0% | +98.6% | -32.7% | +48.2% |
| 5Y | +40.0% | +130.2% | -90.2% | +20.6% |
| 10Y | +166.9% | +519.5% | -352.6% | +100.8% |
| All | +388.4% | -91.9% | +480.3% | +271.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling