+1,104.4%
IVZ vs TECH
+7,367.8%
-6,263.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +4.0% | +0.7% | +3.3% | +3.8% |
| 3M | +18.2% | +36.3% | -18.2% | +6.8% |
| 6M | +32.8% | +25.6% | +7.3% | +21.3% |
| YTD | +28.7% | +23.7% | +5.1% | +17.9% |
| 1Y | +55.4% | +37.6% | +17.7% | +36.9% |
| 3Y | +135.2% | -6.6% | +141.8% | +127.7% |
| 5Y | +64.2% | -42.2% | +106.4% | +79.9% |
| 10Y | +64.6% | +187.6% | -123.0% | +14.2% |
| All | +1,104.4% | +7,367.8% | -6,263.4% | +465.0% |
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