+124.8%
AAPL vs IVZ
+57.9%
+66.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.7% |
| 7D | -0.5% | -2.4% | +1.9% | +0.3% |
| 30D | +7.1% | +2.5% | +4.6% | +6.0% |
| 3M | +12.1% | +17.1% | -5.0% | +5.2% |
| 6M | +25.4% | +35.1% | -9.7% | +11.0% |
| YTD | +20.5% | +24.3% | -3.9% | +9.3% |
| 1Y | +44.5% | +48.7% | -4.1% | +21.7% |
| 3Y | +85.8% | +135.6% | -49.9% | +24.4% |
| 5Y | +124.8% | +60.3% | +64.4% | +65.7% |
| All | +124.8% | +57.9% | +66.9% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling