+63.6%
SLB vs IVZ
+56.4%
+7.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | +0.8% | +0.6% | +0.2% | +0.6% |
| 30D | +15.8% | +4.0% | +11.8% | +14.4% |
| 3M | -0.3% | +18.2% | -18.5% | -5.7% |
| 6M | +21.3% | +32.8% | -11.5% | +9.8% |
| YTD | +52.3% | +28.7% | +23.6% | +37.7% |
| 1Y | +63.6% | +55.4% | +8.2% | +45.9% |
| All | +63.6% | +56.4% | +7.2% | +45.9% |
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