+64.9%
CIFR vs IVZ
+48.9%
+16.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.8% | -7.9% | -7.9% |
| 7D | +11.3% | +1.2% | +10.2% | +10.2% |
| 30D | +3.5% | +1.8% | +1.7% | +1.3% |
| 3M | -26.6% | +15.7% | -42.4% | -37.8% |
| 6M | +18.1% | +36.3% | -18.2% | -16.7% |
| YTD | +14.5% | +24.9% | -10.4% | -16.0% |
| All | +64.9% | +48.9% | +16.0% | +10.7% |
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