+319.1%
DELL vs IVZ
+56.4%
+262.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.9% |
| 7D | +14.9% | +0.6% | +14.2% | +14.6% |
| 30D | +13.3% | +4.0% | +9.3% | +11.1% |
| 3M | +24.4% | +18.2% | +6.2% | +14.5% |
| 6M | +258.0% | +32.8% | +225.2% | +211.9% |
| YTD | +320.2% | +28.7% | +291.4% | +269.7% |
| 1Y | +319.1% | +55.4% | +263.7% | +245.1% |
| All | +319.1% | +56.4% | +262.6% | +245.1% |
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