+2.4%
IVZ vs BIYA
-93.6%
+96.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -7.6% | -0.5% | -8.1% |
| 7D | -6.7% | -10.6% | +3.9% | -6.8% |
| 30D | -10.9% | -19.4% | +8.6% | -10.8% |
| 3M | -14.8% | -61.5% | +46.7% | -15.5% |
| 6M | +2.4% | -91.5% | +93.9% | +0.9% |
| All | +2.4% | -93.6% | +96.0% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 6mo: compounded portfolio wealth divided by compounded BIYA 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…
6mo analysis · Full analysis span regression · 6 months rolling