-53.8%
TEAM vs IVZ
+63.4%
-117.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.7% | -5.7% |
| 7D | -5.7% | +1.1% | -6.8% | -6.2% |
| 30D | +18.3% | +3.1% | +15.3% | +16.3% |
| 3M | +80.2% | +18.2% | +62.1% | +61.7% |
| 6M | +111.0% | +38.6% | +72.4% | +69.5% |
| YTD | +8.8% | +25.9% | -17.1% | -8.0% |
| 1Y | +2.2% | +51.7% | -49.5% | -23.9% |
| 3Y | -14.6% | +138.7% | -153.3% | -55.1% |
| 5Y | -53.8% | +62.8% | -116.6% | -71.1% |
| All | -53.8% | +63.4% | -117.2% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling