-38.5%
INTU vs IVZ
+144.8%
-183.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.6% |
| 7D | -7.1% | +0.6% | -7.7% | -7.2% |
| 30D | +1.5% | +4.0% | -2.6% | +0.5% |
| 3M | +10.7% | +18.2% | -7.5% | +6.0% |
| 6M | -23.8% | +32.8% | -56.7% | -29.7% |
| YTD | -49.3% | +28.7% | -78.1% | -52.9% |
| 1Y | -49.7% | +55.4% | -105.0% | -55.7% |
| All | -38.5% | +144.8% | -183.3% | -55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling