+886.2%
IVZ vs TECH
+7,403.9%
-6,517.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -11.2% | +0.3% | -11.6% | -11.3% |
| 3M | -14.0% | +1.3% | -15.3% | -14.3% |
| 6M | +0.5% | +54.0% | -53.5% | -12.8% |
| YTD | +5.4% | +24.3% | -18.9% | -3.6% |
| 1Y | +19.5% | +25.8% | -6.3% | +8.7% |
| 3Y | +128.7% | +26.0% | +102.7% | +103.1% |
| 5Y | +28.8% | -40.1% | +68.9% | +39.8% |
| 10Y | +52.3% | +210.6% | -158.3% | +3.6% |
| All | +886.2% | +7,403.9% | -6,517.6% | +362.0% |
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