-17.0%
TEAM vs IVZ
+133.3%
-150.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | -4.7% | +1.2% | -5.8% | -5.1% |
| 30D | +17.0% | +1.8% | +15.3% | +16.1% |
| 3M | +85.9% | +15.7% | +70.2% | +71.9% |
| 6M | +116.7% | +36.3% | +80.3% | +82.2% |
| YTD | +9.6% | +24.9% | -15.3% | -4.0% |
| 1Y | -2.5% | +48.9% | -51.5% | -23.2% |
| All | -17.0% | +133.3% | -150.3% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling