-44.6%
INFY vs IVZ
+61.1%
-105.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | -5.4% | -2.4% | -3.0% | -4.8% |
| 30D | -9.9% | +3.0% | -12.9% | -10.6% |
| 3M | -4.6% | +14.9% | -19.4% | -8.4% |
| 6M | -18.5% | +36.7% | -55.2% | -25.8% |
| YTD | -36.5% | +25.7% | -62.2% | -41.0% |
| 1Y | -32.8% | +47.7% | -80.4% | -40.4% |
| 3Y | -32.2% | +138.8% | -171.0% | -49.7% |
| All | -44.6% | +61.1% | -105.7% | -55.0% |
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