+78.2%
AAPL vs IVZ
+133.3%
-55.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -3.0% | +1.2% | -4.1% | -3.3% |
| 30D | +2.3% | +1.8% | +0.5% | +1.7% |
| 3M | +8.6% | +15.7% | -7.1% | +3.5% |
| 6M | +21.6% | +36.3% | -14.8% | +9.8% |
| YTD | +16.3% | +24.9% | -8.6% | +7.3% |
| 1Y | +35.1% | +48.9% | -13.9% | +17.1% |
| All | +78.2% | +133.3% | -55.1% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling