-57.8%
UUUU vs IBN
+4.2%
-62.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.8% | -4.6% | -2.7% |
| 7D | -14.4% | +8.9% | -23.3% | -18.2% |
| 30D | -33.6% | +12.6% | -46.3% | -38.0% |
| 3M | -44.2% | +3.1% | -47.2% | -45.1% |
| 6M | -66.8% | +20.6% | -87.4% | -70.2% |
| YTD | -50.6% | +5.8% | -56.4% | -56.9% |
| 1Y | -57.8% | +3.7% | -61.4% | -63.0% |
| All | -57.8% | +4.2% | -62.0% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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