+126.1%
AMD vs IVZ
+21.8%
+104.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.4% | +6.3% |
| 7D | +44.7% | +5.1% | +39.6% | +39.1% |
| 30D | -3.3% | -1.6% | -1.8% | -0.8% |
| 3M | +21.2% | -9.1% | +30.3% | +31.2% |
| 6M | +30.6% | +1.8% | +28.8% | +31.4% |
| YTD | +173.3% | +10.8% | +162.5% | +155.2% |
| 1Y | +126.1% | +19.1% | +107.0% | +103.6% |
| All | +126.1% | +21.8% | +104.2% | +103.6% |
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