+886.2%
IVZ vs TECH
+7,391.5%
-6,505.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.1% | -7.9% | -8.0% |
| 7D | -6.7% | -0.1% | -6.6% | -6.7% |
| 30D | -10.9% | +0.3% | -11.2% | -10.9% |
| 3M | -14.8% | +1.0% | -15.9% | -15.1% |
| 6M | +2.4% | +28.6% | -26.2% | -6.8% |
| YTD | +5.4% | +24.1% | -18.7% | -3.5% |
| 1Y | +19.6% | +21.9% | -2.4% | +9.8% |
| 3Y | +122.4% | +25.7% | +96.8% | +97.7% |
| 5Y | +28.8% | -40.2% | +69.0% | +39.9% |
| 10Y | +52.3% | +210.1% | -157.8% | +3.6% |
| All | +886.2% | +7,391.5% | -6,505.3% | +362.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling