+30.7%
AMCR vs IVZ
+30.5%
+0.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.2% | -0.9% | +2.2% |
| 7D | +6.2% | +2.6% | +3.6% | +5.4% |
| 30D | +16.0% | -3.5% | +19.5% | +17.0% |
| 3M | +4.4% | -7.4% | +11.7% | +6.2% |
| 6M | +35.5% | +14.7% | +20.8% | +28.5% |
| YTD | +21.5% | +14.6% | +6.9% | +12.1% |
| 1Y | +30.7% | +30.7% | 0.0% | +20.7% |
| All | +30.7% | +30.5% | +0.2% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling