+360.5%
BE vs IVZ
+56.4%
+304.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.1% | +6.3% | +6.3% |
| 7D | +20.0% | +0.6% | +19.3% | +19.3% |
| 30D | +7.9% | +4.0% | +3.9% | +4.1% |
| 3M | -13.2% | +18.2% | -31.4% | -25.2% |
| 6M | +53.5% | +32.8% | +20.6% | +18.8% |
| YTD | +191.0% | +28.7% | +162.3% | +115.2% |
| 1Y | +360.5% | +55.4% | +305.1% | +175.7% |
| All | +360.5% | +56.4% | +304.1% | +175.7% |
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