+60.9%
IVZ vs SPXU
-99.5%
+160.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -1.3% |
| 7D | +1.1% | -1.5% | +2.6% | +0.4% |
| 30D | +3.1% | +3.7% | -0.6% | +5.3% |
| 3M | +18.2% | -9.6% | +27.7% | +14.1% |
| 6M | +38.6% | -32.4% | +71.0% | +17.7% |
| YTD | +25.9% | -28.7% | +54.6% | +11.1% |
| 1Y | +51.7% | -38.2% | +89.9% | +26.3% |
| 3Y | +138.7% | -80.4% | +219.1% | +32.0% |
| 5Y | +62.8% | -86.0% | +148.8% | -2.1% |
| 10Y | +60.9% | -99.5% | +160.4% | -69.5% |
| All | +60.9% | -99.5% | +160.4% | -69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling