+1,315.7%
MU vs IVZ
+64.2%
+1,251.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +5.4% |
| 7D | +9.0% | +0.6% | +8.3% | +8.5% |
| 30D | +13.8% | +4.0% | +9.8% | +10.9% |
| 3M | +2.1% | +18.2% | -16.1% | -7.7% |
| 6M | +153.8% | +32.8% | +121.0% | +113.1% |
| YTD | +256.4% | +28.7% | +227.6% | +201.7% |
| 1Y | +719.8% | +55.4% | +664.4% | +519.1% |
| 3Y | +1,360.4% | +135.2% | +1,225.2% | +725.3% |
| All | +1,315.7% | +64.2% | +1,251.5% | +845.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling