+8,164.6%
AMD vs IVZ
+44.4%
+8,120.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.7% |
| 7D | +13.1% | -2.8% | +15.9% | +15.4% |
| 30D | -7.0% | -2.2% | -4.8% | -5.1% |
| 3M | +16.6% | -8.1% | +24.7% | +22.3% |
| 6M | +20.5% | +3.8% | +16.7% | +20.0% |
| YTD | +158.2% | +11.5% | +146.7% | +147.9% |
| 1Y | +132.8% | +23.7% | +109.1% | +113.4% |
| 3Y | +366.2% | +145.8% | +220.4% | +207.1% |
| 5Y | +278.7% | +36.1% | +242.5% | +213.0% |
| 10Y | +8,164.6% | +42.4% | +8,122.1% | +6,926.3% |
| All | +8,164.6% | +44.4% | +8,120.1% | +6,926.3% |
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