+616.7%
ADI vs IVZ
+64.1%
+552.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +1.3% | -2.4% | +3.7% | +2.4% |
| 30D | -6.0% | +2.5% | -8.5% | -7.0% |
| 3M | -7.7% | +17.1% | -24.8% | -14.1% |
| 6M | +14.0% | +35.1% | -21.2% | -0.7% |
| YTD | +34.4% | +24.3% | +10.1% | +20.8% |
| 1Y | +48.0% | +48.7% | -0.7% | +22.7% |
| 3Y | +113.3% | +135.6% | -22.3% | +40.9% |
| 5Y | +131.1% | +60.3% | +70.8% | +73.5% |
| All | +616.7% | +64.1% | +552.6% | +388.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling