-92.0%
UUUU vs IBN
+420.6%
-512.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.1% |
| 7D | +1.8% | -5.1% | +6.9% | +3.7% |
| 30D | +1.8% | -3.5% | +5.3% | +3.1% |
| 3M | +1.3% | +11.3% | -10.1% | -2.6% |
| 6M | -26.8% | +4.4% | -31.2% | -27.7% |
| YTD | +0.1% | -1.8% | +1.9% | +0.5% |
| 1Y | +11.2% | -8.0% | +19.2% | +13.9% |
| 3Y | +97.7% | +27.1% | +70.6% | +78.3% |
| 5Y | +127.3% | +54.5% | +72.9% | +94.2% |
| 10Y | +532.6% | +314.2% | +218.4% | +273.1% |
| All | -92.0% | +420.6% | -512.6% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling