-10.5%
ISRG vs IVZ
+30.5%
-41.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.2% | +5.2% | +8.0% |
| 7D | +8.5% | +2.6% | +5.9% | +7.7% |
| 30D | +18.6% | -3.5% | +22.1% | +19.7% |
| 3M | +30.9% | -7.4% | +38.3% | +33.6% |
| 6M | +6.6% | +14.7% | -8.1% | +1.6% |
| YTD | -14.9% | +14.6% | -29.5% | -19.8% |
| 1Y | -10.5% | +30.7% | -41.2% | -19.4% |
| All | -10.5% | +30.5% | -41.1% | -19.4% |
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