+5,264.3%
INTU vs IVZ
+963.1%
+4,301.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.2% | +2.2% | -3.4% | -2.1% |
| 30D | +12.4% | -2.2% | +14.6% | +12.8% |
| 3M | +2.3% | -8.4% | +10.7% | +4.6% |
| 6M | -13.3% | +6.2% | -19.5% | -16.1% |
| YTD | -47.9% | +12.4% | -60.3% | -50.8% |
| 1Y | -47.2% | +26.0% | -73.2% | -51.9% |
| 3Y | -33.9% | +147.9% | -181.8% | -52.6% |
| 5Y | -41.3% | +38.8% | -80.1% | -50.1% |
| 10Y | +237.9% | +44.6% | +193.3% | +157.2% |
| All | +5,264.3% | +963.1% | +4,301.2% | +1,883.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling