+358.3%
DELL vs IVZ
+49.7%
+308.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.9% | +11.4% |
| 7D | +8.2% | -2.4% | +10.6% | +9.7% |
| 30D | +17.1% | +3.0% | +14.1% | +15.4% |
| 3M | +45.2% | +14.9% | +30.3% | +35.4% |
| 6M | +286.8% | +36.7% | +250.0% | +232.5% |
| YTD | +354.8% | +25.7% | +329.1% | +305.0% |
| 1Y | +358.3% | +47.7% | +310.6% | +290.3% |
| All | +358.3% | +49.7% | +308.6% | +290.3% |
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