+5,118.0%
INTU vs IVZ
+1,117.8%
+4,000.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.7% |
| 7D | -7.1% | +0.6% | -7.7% | -7.3% |
| 30D | +1.5% | +4.0% | -2.6% | +0.2% |
| 3M | +10.7% | +18.2% | -7.5% | +4.4% |
| 6M | -23.8% | +32.8% | -56.7% | -31.2% |
| YTD | -49.3% | +28.7% | -78.1% | -53.9% |
| 1Y | -49.7% | +55.4% | -105.0% | -56.9% |
| 3Y | -38.0% | +135.2% | -173.2% | -54.7% |
| 5Y | -38.7% | +64.2% | -102.9% | -50.5% |
| 10Y | +221.3% | +64.6% | +156.7% | +135.7% |
| All | +5,118.0% | +1,117.8% | +4,000.2% | +1,758.8% |
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 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