+5,229.5%
INTU vs IVZ
+964.6%
+4,264.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.8% | -7.7% | -3.0% |
| 7D | -3.9% | +4.1% | -8.0% | -5.3% |
| 30D | +11.7% | -2.0% | +13.8% | +12.0% |
| 3M | +4.5% | -7.8% | +12.3% | +6.6% |
| 6M | -13.9% | +6.3% | -20.2% | -16.7% |
| YTD | -48.2% | +12.6% | -60.8% | -51.1% |
| 1Y | -47.1% | +27.6% | -74.8% | -52.0% |
| 3Y | -32.5% | +154.0% | -186.5% | -52.0% |
| 5Y | -42.6% | +37.3% | -79.9% | -51.0% |
| 10Y | +235.3% | +50.5% | +184.7% | +152.2% |
| All | +5,229.5% | +964.6% | +4,264.9% | +1,870.2% |
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