+236.7%
INTU vs IVZ
+43.7%
+193.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -1.9% | -0.4% |
| 7D | +0.1% | +7.6% | -7.5% | -2.5% |
| 30D | +10.1% | +4.3% | +5.7% | +8.1% |
| 3M | -4.2% | -9.3% | +5.2% | -1.4% |
| 6M | -7.2% | +5.2% | -12.5% | -10.4% |
| YTD | -47.7% | +13.4% | -61.1% | -51.2% |
| 1Y | -46.7% | +25.4% | -72.1% | -52.2% |
| 3Y | -34.1% | +152.5% | -186.6% | -56.3% |
| 5Y | -43.3% | +36.7% | -80.0% | -53.9% |
| All | +236.7% | +43.7% | +193.1% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling