-0.9%
BA vs IVZ
+64.2%
-65.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | +1.2% | +0.6% | +0.5% | +0.8% |
| 30D | -11.6% | +4.0% | -15.6% | -13.3% |
| 3M | -2.4% | +18.2% | -20.6% | -10.1% |
| 6M | -6.6% | +32.8% | -39.4% | -18.8% |
| YTD | -2.2% | +28.7% | -31.0% | -14.4% |
| 1Y | -8.0% | +55.4% | -63.4% | -27.0% |
| 3Y | -5.0% | +135.2% | -140.2% | -41.8% |
| All | -0.9% | +64.2% | -65.1% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling