+1,055.3%
DELL vs IVZ
+57.9%
+997.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.9% | -5.1% |
| 7D | -1.9% | -2.4% | +0.5% | -0.7% |
| 30D | +14.9% | +2.5% | +12.4% | +13.6% |
| 3M | +37.2% | +17.1% | +20.2% | +26.7% |
| 6M | +254.0% | +35.1% | +218.8% | +203.8% |
| YTD | +306.1% | +24.3% | +281.8% | +261.6% |
| 1Y | +312.3% | +48.7% | +263.6% | +235.3% |
| 3Y | +654.0% | +135.6% | +518.4% | +375.9% |
| 5Y | +1,055.3% | +60.3% | +995.0% | +710.9% |
| All | +1,055.3% | +57.9% | +997.4% | +710.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling