+19.4%
IVV vs SPXU
-38.3%
+57.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | 0.0% |
| 7D | +0.5% | -1.5% | +2.0% | 0.0% |
| 30D | -1.0% | +3.7% | -4.7% | +0.4% |
| 3M | +3.9% | -9.6% | +13.4% | +1.2% |
| 6M | +14.5% | -32.4% | +46.9% | +2.5% |
| YTD | +12.9% | -28.7% | +41.6% | +3.3% |
| 1Y | +19.4% | -38.2% | +57.6% | +5.0% |
| All | +19.4% | -38.3% | +57.7% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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