-71.2%
GRAB vs IVZ
+61.1%
-132.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.9% |
| 7D | -10.8% | -2.4% | -8.4% | -9.8% |
| 30D | -15.5% | +3.0% | -18.5% | -16.6% |
| 3M | -9.0% | +14.9% | -23.8% | -14.7% |
| 6M | -21.6% | +36.7% | -58.3% | -32.2% |
| YTD | -38.9% | +25.7% | -64.6% | -45.7% |
| 1Y | -44.8% | +47.7% | -92.5% | -54.6% |
| 3Y | -18.4% | +138.8% | -157.3% | -49.4% |
| All | -71.2% | +61.1% | -132.3% | -79.9% |
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