+39.6%
IWM vs UUUU
+125.2%
-85.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -1.1% | +1.8% | -3.0% | -1.4% |
| 30D | -3.1% | +1.8% | -4.9% | -3.6% |
| 3M | +2.2% | +1.3% | +1.0% | +1.3% |
| 6M | +15.1% | -26.8% | +41.8% | +18.2% |
| YTD | +18.6% | +0.1% | +18.5% | +14.3% |
| 1Y | +24.0% | +11.2% | +12.7% | +14.5% |
| 3Y | +63.7% | +97.7% | -34.0% | +28.4% |
| All | +39.6% | +125.2% | -85.7% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling