+34.5%
BBY vs IVZ
+30.5%
+4.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.2% | +3.8% | +6.9% |
| 7D | +4.5% | +2.6% | +1.9% | +3.9% |
| 30D | +16.0% | -3.5% | +19.5% | +16.7% |
| 3M | +18.6% | -7.4% | +26.0% | +20.3% |
| 6M | +80.1% | +14.7% | +65.4% | +73.4% |
| YTD | +57.4% | +14.6% | +42.8% | +51.0% |
| 1Y | +34.5% | +30.7% | +3.8% | +21.1% |
| All | +34.5% | +30.5% | +4.0% | +21.1% |
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 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