+86.0%
TEAM vs IVZ
+4.5%
+81.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -2.1% |
| 7D | -2.4% | +7.6% | -10.0% | -4.2% |
| 30D | -26.7% | +4.3% | -31.0% | -27.2% |
| 3M | -9.6% | -9.3% | -0.3% | -8.2% |
| 6M | +86.0% | +5.2% | +80.8% | +82.8% |
| All | +86.0% | +4.5% | +81.6% | +82.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling