+7,627.2%
ADI vs IVZ
+948.4%
+6,678.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.3% |
| 7D | +13.4% | +5.1% | +8.2% | +11.2% |
| 30D | -1.3% | -1.6% | +0.3% | -0.5% |
| 3M | +6.8% | -9.1% | +15.9% | +11.0% |
| 6M | -1.9% | +1.8% | -3.7% | -2.8% |
| YTD | +52.3% | +10.8% | +41.4% | +45.0% |
| 1Y | +71.6% | +19.1% | +52.5% | +58.7% |
| 3Y | +148.9% | +144.4% | +4.5% | +70.4% |
| 5Y | +140.8% | +33.6% | +107.2% | +103.9% |
| 10Y | +653.6% | +41.7% | +611.9% | +459.8% |
| All | +7,627.2% | +948.4% | +6,678.8% | +2,550.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling