-18.4%
GRAB vs IVZ
+134.7%
-153.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.0% |
| 7D | -10.8% | -2.4% | -8.4% | -10.1% |
| 30D | -15.5% | +3.0% | -18.5% | -16.4% |
| 3M | -9.0% | +14.9% | -23.8% | -13.3% |
| 6M | -21.6% | +36.7% | -58.3% | -29.7% |
| YTD | -38.9% | +25.7% | -64.6% | -44.2% |
| 1Y | -44.8% | +47.7% | -92.5% | -52.4% |
| 3Y | -18.4% | +138.8% | -157.3% | -38.4% |
| All | -18.4% | +134.7% | -153.2% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling