-52.7%
INTU vs IVZ
+50.2%
-102.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | -8.5% | +1.2% | -9.6% | -8.5% |
| 30D | -6.1% | +1.8% | -7.9% | -6.3% |
| 3M | +7.3% | +15.7% | -8.4% | +5.5% |
| 6M | -33.2% | +36.3% | -69.6% | -37.1% |
| YTD | -52.2% | +24.9% | -77.1% | -53.7% |
| 1Y | -52.7% | +48.9% | -101.6% | -57.1% |
| All | -52.7% | +50.2% | -102.8% | -57.1% |
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