+41.5%
IVZ vs TECH
+187.9%
-146.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.3% |
| 7D | +7.6% | +0.1% | +7.5% | +7.6% |
| 30D | +4.3% | +0.5% | +3.8% | +4.1% |
| 3M | -9.3% | +1.1% | -10.4% | -9.7% |
| 6M | +5.2% | +62.8% | -57.6% | -15.1% |
| YTD | +13.4% | +24.5% | -11.0% | 0.0% |
| 1Y | +25.4% | +20.6% | +4.7% | +11.8% |
| 3Y | +152.5% | +29.5% | +123.0% | +106.8% |
| 5Y | +36.7% | -40.9% | +77.6% | +54.6% |
| All | +41.5% | +187.9% | -146.4% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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