+392.6%
ASX vs IVZ
+136.1%
+256.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -0.7% | +0.6% | -1.4% | -1.1% |
| 30D | +2.0% | +4.0% | -2.0% | 0.0% |
| 3M | -1.3% | +18.2% | -19.5% | -8.4% |
| 6M | +71.4% | +32.8% | +38.6% | +51.0% |
| YTD | +135.3% | +28.7% | +106.6% | +108.4% |
| 1Y | +267.5% | +55.4% | +212.1% | +198.8% |
| All | +392.6% | +136.1% | +256.6% | +213.8% |
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