+365.7%
ALAB vs IVZ
+133.7%
+232.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.7% | -5.2% |
| 7D | +3.2% | +1.1% | +2.1% | +2.5% |
| 30D | -13.6% | +3.1% | -16.7% | -15.4% |
| 3M | -16.6% | +18.2% | -34.8% | -25.7% |
| 6M | +142.3% | +38.6% | +103.7% | +91.3% |
| YTD | +73.6% | +25.9% | +47.7% | +45.0% |
| 1Y | +33.7% | +51.7% | -18.0% | -2.7% |
| All | +365.7% | +133.7% | +232.0% | +160.8% |
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 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