+143.3%
AAPL vs IVZ
+36.0%
+107.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.5% |
| 7D | +4.1% | +7.6% | -3.5% | +1.4% |
| 30D | +4.0% | +4.3% | -0.4% | +2.1% |
| 3M | +16.8% | -9.3% | +26.1% | +20.4% |
| 6M | +19.4% | +5.2% | +14.2% | +15.6% |
| YTD | +31.5% | +13.4% | +18.1% | +22.6% |
| 1Y | +31.0% | +25.4% | +5.6% | +17.0% |
| 3Y | +95.3% | +152.5% | -57.2% | +24.1% |
| All | +143.3% | +36.0% | +107.4% | +90.6% |
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