+65.2%
HAS vs IVZ
+30.5%
+34.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.2% | -1.1% | +2.1% |
| 7D | +2.4% | +2.6% | -0.2% | +1.8% |
| 30D | +31.6% | -3.5% | +35.1% | +32.4% |
| 3M | +33.9% | -7.4% | +41.2% | +35.8% |
| 6M | +31.4% | +14.7% | +16.7% | +25.5% |
| YTD | +51.6% | +14.6% | +37.0% | +43.2% |
| 1Y | +65.2% | +30.7% | +34.5% | +49.4% |
| All | +65.2% | +30.5% | +34.6% | +49.4% |
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 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