+1.7%
TEAM vs IVZ
+49.7%
-48.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | -5.2% | -2.4% | -2.8% | -4.7% |
| 30D | +15.8% | +3.0% | +12.7% | +15.1% |
| 3M | +101.5% | +14.9% | +86.6% | +94.7% |
| 6M | +138.2% | +36.7% | +101.4% | +117.6% |
| YTD | +10.8% | +25.7% | -14.8% | +4.9% |
| 1Y | +1.7% | +47.7% | -46.0% | -11.2% |
| All | +1.7% | +49.7% | -48.0% | -11.2% |
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 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