+57.4%
INTC vs IVZ
+30.5%
+26.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.2% | -7.9% | -6.8% |
| 7D | -39.0% | +2.6% | -41.7% | -39.5% |
| 30D | -49.8% | -3.5% | -46.4% | -48.2% |
| 3M | -42.2% | -7.4% | -34.8% | -38.9% |
| 6M | -39.2% | +14.7% | -53.9% | -42.7% |
| YTD | +57.9% | +14.6% | +43.3% | +46.4% |
| 1Y | +57.4% | +30.7% | +26.7% | +41.8% |
| All | +57.4% | +30.5% | +26.8% | +41.8% |
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