+67.5%
BHP vs IVZ
+49.7%
+17.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | -3.6% | -2.4% | -1.2% | -2.7% |
| 30D | -1.2% | +3.0% | -4.2% | -2.6% |
| 3M | +1.2% | +14.9% | -13.7% | -4.9% |
| 6M | +21.4% | +36.7% | -15.3% | +6.9% |
| YTD | +50.4% | +25.7% | +24.7% | +32.0% |
| 1Y | +67.5% | +47.7% | +19.8% | +39.8% |
| All | +67.5% | +49.7% | +17.8% | +39.8% |
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