+55.3%
BE vs IVZ
+30.5%
+24.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.2% | -10.5% | -10.2% |
| 7D | -12.1% | +2.6% | -14.8% | -14.3% |
| 30D | -30.1% | -3.5% | -26.6% | -27.6% |
| 3M | -12.1% | -7.4% | -4.8% | -5.7% |
| 6M | -30.6% | +14.7% | -45.3% | -37.1% |
| YTD | +130.6% | +14.6% | +116.0% | +86.8% |
| 1Y | +55.3% | +30.7% | +24.6% | +6.8% |
| All | +55.3% | +30.5% | +24.8% | +6.8% |
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 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