+29,450.1%
RMD vs IVZ
+1,117.8%
+28,332.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -5.0% | +0.6% | -5.6% | -5.1% |
| 30D | +2.2% | +4.0% | -1.8% | +1.2% |
| 3M | +17.8% | +18.2% | -0.3% | +12.6% |
| 6M | -11.3% | +32.8% | -44.2% | -17.9% |
| YTD | -4.4% | +28.7% | -33.2% | -11.1% |
| 1Y | -15.7% | +55.4% | -71.1% | -25.4% |
| 3Y | +47.7% | +135.2% | -87.5% | +14.8% |
| 5Y | -19.2% | +64.2% | -83.4% | -33.0% |
| 10Y | +280.4% | +64.6% | +215.8% | +188.8% |
| All | +29,450.1% | +1,117.8% | +28,332.3% | +10,691.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling