-91.9%
UUUU vs IAG
+189.5%
-281.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.5% |
| 7D | +2.8% | +4.3% | -1.4% | +1.5% |
| 30D | +3.4% | +9.8% | -6.4% | +0.6% |
| 3M | -3.9% | +28.9% | -32.8% | -10.6% |
| 6M | -23.2% | -7.6% | -15.6% | -21.6% |
| YTD | +0.6% | +22.0% | -21.4% | -4.1% |
| 1Y | +22.9% | +99.5% | -76.6% | +2.6% |
| 3Y | +98.6% | +818.3% | -719.6% | +8.7% |
| 5Y | +130.2% | +785.9% | -655.7% | +21.7% |
| 10Y | +519.5% | +381.1% | +138.4% | +230.3% |
| All | -91.9% | +189.5% | -281.4% | -95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling