+86.2%
SU vs IVZ
+30.5%
+55.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.7% | -3.9% |
| 7D | -7.1% | +2.6% | -9.7% | -6.7% |
| 30D | +4.8% | -3.5% | +8.2% | +4.5% |
| 3M | +12.5% | -7.4% | +19.9% | +11.7% |
| 6M | +6.5% | +14.7% | -8.3% | +8.3% |
| YTD | +65.8% | +14.6% | +51.2% | +69.2% |
| 1Y | +86.2% | +30.7% | +55.4% | +87.4% |
| All | +86.2% | +30.5% | +55.6% | +87.4% |
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