-58.7%
MARA vs IVZ
+30.5%
-89.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.2% | -7.9% |
| 7D | -6.5% | +2.6% | -9.2% | -8.9% |
| 30D | -38.5% | -3.5% | -35.0% | -36.4% |
| 3M | -41.5% | -7.4% | -34.1% | -37.4% |
| 6M | -41.9% | +14.7% | -56.6% | -48.2% |
| YTD | -23.5% | +14.6% | -38.1% | -34.0% |
| 1Y | -58.7% | +30.7% | -89.4% | -68.6% |
| All | -58.7% | +30.5% | -89.2% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling