+497.8%
UUUU vs IBN
+316.4%
+181.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.1% |
| 7D | -5.0% | -5.5% | +0.5% | -2.6% |
| 30D | -7.8% | -3.4% | -4.4% | -6.3% |
| 3M | -0.4% | +8.7% | -9.1% | -4.1% |
| 6M | -32.9% | +3.7% | -36.6% | -33.9% |
| YTD | -6.3% | -2.4% | -3.9% | -5.7% |
| 1Y | +7.9% | -8.1% | +16.0% | +11.1% |
| 3Y | +85.2% | +26.3% | +58.9% | +61.2% |
| 5Y | +97.0% | +54.9% | +42.0% | +58.5% |
| All | +497.8% | +316.4% | +181.4% | +243.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling