+8.8%
UUUU vs IAG
+84.7%
-75.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.2% | -4.1% | -4.9% |
| 7D | -5.0% | -4.1% | -1.0% | -2.4% |
| 30D | -7.8% | +10.6% | -18.4% | -14.2% |
| 3M | -0.4% | +35.4% | -35.8% | -20.5% |
| 6M | -32.9% | -9.5% | -23.3% | -30.8% |
| YTD | -6.3% | +21.8% | -28.1% | -16.9% |
| All | +8.8% | +84.7% | -75.9% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling