+249.2%
ASX vs IVZ
+51.7%
+197.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +7.3% |
| 7D | +6.3% | +1.1% | +5.2% | +5.5% |
| 30D | +6.4% | +3.1% | +3.3% | +4.3% |
| 3M | +13.1% | +18.2% | -5.0% | +3.6% |
| 6M | +90.3% | +38.6% | +51.7% | +63.6% |
| YTD | +149.6% | +25.9% | +123.7% | +117.6% |
| 1Y | +249.2% | +51.7% | +197.5% | +198.4% |
| All | +249.2% | +51.7% | +197.5% | +198.4% |
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 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