+3,552.3%
ASX vs IVZ
+70.5%
+3,481.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -0.7% | +0.6% | -1.4% | -1.0% |
| 30D | +2.0% | +4.0% | -2.0% | +0.4% |
| 3M | -1.3% | +18.2% | -19.5% | -7.0% |
| 6M | +71.4% | +32.8% | +38.6% | +54.5% |
| YTD | +135.3% | +28.7% | +106.6% | +113.6% |
| 1Y | +267.5% | +55.4% | +212.1% | +209.6% |
| 3Y | +388.5% | +135.2% | +253.3% | +242.9% |
| 5Y | +417.1% | +64.2% | +352.9% | +307.3% |
| 10Y | +872.7% | +64.6% | +808.1% | +581.7% |
| All | +3,552.3% | +70.5% | +3,481.8% | +1,420.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling